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 | $144,427 | $158,817-9.1% | $121,196+19.2% | $135,375+6.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 5.08% | -0.64%+5.7pp | 16.93%-11.8pp | 519.73%-514.7pp |
| Employer contribution / active EE | $5,000 | $5,665-11.7% | $4,022+24.3% | $4,779+4.6% |
| Participant deferral / active EE | $5,834 | $4,005+45.7% | $3,344+74.4% | $5,609+4.0% |
| Admin fee / account holder | $4,038 | $6,512-38.0% | $5,019-19.5% | $10,827-62.7% |