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 | $187,989 | $153,772+22.3% | $133,980+40.3% | $273,961-31.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.61% | 36.51%-31.9pp | 29.30%-24.7pp | 41.45%-36.8pp |
| Employer contribution / active EE | $3,413 | $6,029-43.4% | $5,211-34.5% | $4,869-29.9% |
| Participant deferral / active EE | $14,881 | $6,958+113.9% | $6,282+136.9% | $5,287+181.5% |
| Admin fee / account holder | $2,056 | $11,765-82.5% | $9,324-78.0% | $10,132-79.7% |