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 | $150,905 | $109,881+37.3% | $150,045+0.6% | $84,808+77.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.38% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,234 | $3,561-9.2% | $4,693-31.1% | $2,631+22.9% |
| Participant deferral / active EE | $6,269 | $6,636-5.5% | $7,997-21.6% | $4,212+48.8% |
| Admin fee / account holder | $12,868 | $8,568+50.2% | $13,435-4.2% | $7,344+75.2% |