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 | $230,883 | $99,341+132.4% | $84,750+172.4% | $273,961-15.7% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 5.98% | 22.93%-16.9pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,702 | $4,214-35.9% | $3,574-24.4% | $4,869-44.5% |
| Participant deferral / active EE | $5,856 | $4,269+37.2% | $3,712+57.8% | $5,287+10.8% |
| Admin fee / account holder | $13,352 | $6,644+101.0% | $5,332+150.4% | $10,132+31.8% |