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 | $153,498 | $104,974+46.2% | $95,585+60.6% | $142,382+7.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.18% | 210.33%-195.2pp | 38.56%-23.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,882 | $2,779-32.3% | $2,527-25.5% | $4,299-56.2% |
| Participant deferral / active EE | $1,743 | $4,352-59.9% | $4,023-56.7% | $6,507-73.2% |
| Admin fee / account holder | $4,763 | $6,386-25.4% | $6,127-22.3% | $12,624-62.3% |