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 | $220,022 | $181,894+21.0% | $156,549+40.5% | $273,961-19.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.36% | 30.74%-25.4pp | 32.23%-26.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $8,211 | $6,248+31.4% | $5,501+49.3% | $4,869+68.7% |
| Participant deferral / active EE | $6,441 | $5,550+16.1% | $4,871+32.2% | $5,287+21.8% |
| Admin fee / account holder | $32,610 | $15,559+109.6% | $13,027+150.3% | $10,132+221.9% |