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 | $152,170 | $135,952+11.9% | $123,892+22.8% | $273,961-44.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.84% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $13,833 | $5,170+167.6% | $4,617+199.6% | $4,869+184.1% |
| Participant deferral / active EE | $12,024 | $6,343+89.6% | $5,984+100.9% | $5,287+127.4% |
| Admin fee / account holder | $65,495 | $9,817+567.1% | $8,357+683.7% | $10,132+546.4% |