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 | $144,288 | $109,881+31.3% | $150,045-3.8% | $84,808+70.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.16% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,362 | $3,561-5.6% | $4,693-28.4% | $2,631+27.8% |
| Participant deferral / active EE | $11,663 | $6,636+75.8% | $7,997+45.8% | $4,212+176.9% |
| Admin fee / account holder | $5,401 | $8,568-37.0% | $13,435-59.8% | $7,344-26.4% |