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 | $155,186 | $132,049+17.5% | $200,582-22.6% | $74,304+108.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 25.07% | 22.22%+2.9pp | 42.33%-17.3pp | 29.43%-4.4pp |
| Employer contribution / active EE | $6,724 | $4,558+47.5% | $6,419+4.7% | $2,241+200.0% |
| Participant deferral / active EE | $11,793 | $7,213+63.5% | $9,331+26.4% | $3,767+213.0% |
| Admin fee / account holder | $383 | $2,405-84.1% | $16,305-97.7% | $2,969-87.1% |