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 | $166,039 | $181,894-8.7% | $156,549+6.1% | $273,961-39.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.11% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $12,610 | $6,248+101.8% | $5,501+129.2% | $4,869+159.0% |
| Participant deferral / active EE | $12,118 | $5,550+118.3% | $4,871+148.8% | $5,287+129.2% |
| Admin fee / account holder | $2,121 | $15,559-86.4% | $13,027-83.7% | $10,132-79.1% |