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 | $182,301 | $153,772+18.6% | $133,980+36.1% | $273,961-33.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.62% | 36.51%-30.9pp | 29.30%-23.7pp | 41.45%-35.8pp |
| Employer contribution / active EE | $10,719 | $6,029+77.8% | $5,211+105.7% | $4,869+120.2% |
| Participant deferral / active EE | $9,925 | $6,958+42.6% | $6,282+58.0% | $5,287+87.7% |
| Admin fee / account holder | $151,655 | $11,765+1189.1% | $9,324+1526.5% | $10,132+1396.8% |