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 | $154,678 | $181,894-15.0% | $156,549-1.2% | $273,961-43.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.74% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,069 | $6,248-66.9% | $5,501-62.4% | $4,869-57.5% |
| Participant deferral / active EE | $3,488 | $5,550-37.2% | $4,871-28.4% | $5,287-34.0% |
| Admin fee / account holder | $820 | $15,559-94.7% | $13,027-93.7% | $10,132-91.9% |