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 | $187,337 | $181,894+3.0% | $156,549+19.7% | $273,961-31.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.15% | 30.74%-21.6pp | 32.23%-23.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $4,102 | $6,248-34.4% | $5,501-25.4% | $4,869-15.8% |
| Participant deferral / active EE | $12,375 | $5,550+123.0% | $4,871+154.1% | $5,287+134.1% |
| Admin fee / account holder | $3,716 | $15,559-76.1% | $13,027-71.5% | $10,132-63.3% |