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 | $148,812 | $99,341+49.8% | $84,750+75.6% | $273,961-45.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.91% | 22.93%-18.0pp | 22.78%-17.9pp | 41.45%-36.5pp |
| Employer contribution / active EE | $8,120 | $4,214+92.7% | $3,574+127.2% | $4,869+66.8% |
| Participant deferral / active EE | $5,093 | $4,269+19.3% | $3,712+37.2% | $5,287-3.7% |
| Admin fee / account holder | $33,374 | $6,644+402.3% | $5,332+525.9% | $10,132+229.4% |