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 | $149,196 | $109,881+35.8% | $150,045-0.6% | $84,808+75.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.79% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,475 | $3,561+25.7% | $4,693-4.6% | $2,631+70.1% |
| Participant deferral / active EE | $7,634 | $6,636+15.0% | $7,997-4.5% | $4,212+81.3% |
| Admin fee / account holder | $4,828 | $8,568-43.6% | $13,435-64.1% | $7,344-34.3% |