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 | $235,716 | $153,772+53.3% | $133,980+75.9% | $273,961-14.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.76% | 36.51%-26.8pp | 29.30%-19.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $21,853 | $6,029+262.5% | $5,211+319.3% | $4,869+348.8% |
| Participant deferral / active EE | $13,994 | $6,958+101.1% | $6,282+122.8% | $5,287+164.7% |
| Admin fee / account holder | $3,362 | $11,765-71.4% | $9,324-63.9% | $10,132-66.8% |