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 | $152,501 | $138,347+10.2% | $184,203-17.2% | $80,856+88.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.19% | 20.02%-4.8pp | 28.81%-13.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,144 | $4,850-35.2% | $6,427-51.1% | $2,755+14.1% |
| Participant deferral / active EE | $3,744 | $7,071-47.1% | $9,131-59.0% | $4,296-12.9% |
| Admin fee / account holder | $11,555 | $10,483+10.2% | $13,901-16.9% | $6,918+67.0% |