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 | $243,863 | $153,772+58.6% | $133,980+82.0% | $273,961-11.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.76% | 36.51%-29.8pp | 29.30%-22.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,189 | $6,029-63.7% | $5,211-58.0% | $4,869-55.0% |
| Participant deferral / active EE | $4,668 | $6,958-32.9% | $6,282-25.7% | $5,287-11.7% |
| Admin fee / account holder | $15,867 | $11,765+34.9% | $9,324+70.2% | $10,132+56.6% |