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 | $186,480 | $153,772+21.3% | $133,980+39.2% | $273,961-31.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.52% | 36.51%-33.0pp | 29.30%-25.8pp | 41.45%-37.9pp |
| Employer contribution / active EE | $20,039 | $6,029+232.4% | $5,211+284.5% | $4,869+311.6% |
| Participant deferral / active EE | $12,213 | $6,958+75.5% | $6,282+94.4% | $5,287+131.0% |
| Admin fee / account holder | $432,462 | $11,765+3575.9% | $9,324+4538.0% | $10,132+4168.3% |