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 | $221,754 | $153,772+44.2% | $133,980+65.5% | $273,961-19.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.59% | 36.51%-29.9pp | 29.30%-22.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,750 | $6,029-71.0% | $5,211-66.4% | $4,869-64.1% |
| Participant deferral / active EE | $5,322 | $6,958-23.5% | $6,282-15.3% | $5,287+0.7% |
| Admin fee / account holder | $4,020 | $11,765-65.8% | $9,324-56.9% | $10,132-60.3% |