See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,429 | $110,261+34.6% | $95,745+55.0% | $139,434+6.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.42% | 27.11%-5.7pp | 28.35%-6.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,933 | $3,257-10.0% | $2,835+3.5% | $4,751-38.3% |
| Participant deferral / active EE | $4,649 | $4,676-0.6% | $4,245+9.5% | $6,710-30.7% |
| Admin fee / account holder | $323 | $6,613-95.1% | $5,678-94.3% | $11,403-97.2% |