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 | $147,755 | $106,584+38.6% | $101,326+45.8% | $142,382+3.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.13% | 36.93%-23.8pp | 36.82%-23.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,561 | $3,956+15.3% | $3,665+24.5% | $4,299+6.1% |
| Participant deferral / active EE | $11,972 | $8,297+44.3% | $7,994+49.8% | $6,507+84.0% |
| Admin fee / account holder | $46,018 | $11,446+302.0% | $11,185+311.4% | $12,624+264.5% |