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 | $202,208 | $153,772+31.5% | $133,980+50.9% | $273,961-26.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.41% | 36.51%-27.1pp | 29.30%-19.9pp | 41.45%-32.0pp |
| Employer contribution / active EE | $12,693 | $6,029+110.5% | $5,211+143.6% | $4,869+160.7% |
| Participant deferral / active EE | $13,911 | $6,958+99.9% | $6,282+121.4% | $5,287+163.1% |
| Admin fee / account holder | $439 | $11,765-96.3% | $9,324-95.3% | $10,132-95.7% |