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 | $231,169 | $153,772+50.3% | $133,980+72.5% | $273,961-15.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.70% | 36.51%-29.8pp | 29.30%-22.6pp | 41.45%-34.7pp |
| Employer contribution / active EE | $6,552 | $6,029+8.7% | $5,211+25.7% | $4,869+34.6% |
| Participant deferral / active EE | $18,887 | $6,958+171.4% | $6,282+200.7% | $5,287+257.2% |
| Admin fee / account holder | $3,594 | $11,765-69.4% | $9,324-61.5% | $10,132-64.5% |