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 | $186,022 | $153,772+21.0% | $133,980+38.8% | $273,961-32.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.39% | 36.51%-31.1pp | 29.30%-23.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $10,160 | $6,029+68.5% | $5,211+95.0% | $4,869+108.7% |
| Participant deferral / active EE | $7,101 | $6,958+2.1% | $6,282+13.0% | $5,287+34.3% |
| Admin fee / account holder | $113,243 | $11,765+862.6% | $9,324+1114.5% | $10,132+1017.7% |