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 | $158,733 | $106,515+49.0% | $96,683+64.2% | $139,434+13.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 16.24% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $11,833 | $4,103+188.4% | $3,737+216.7% | $4,751+149.1% |
| Participant deferral / active EE | $6,441 | $5,454+18.1% | $4,878+32.0% | $6,710-4.0% |
| Admin fee / account holder | $4,485 | $7,877-43.1% | $6,730-33.4% | $11,403-60.7% |