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 | $199,706 | $181,894+9.8% | $156,549+27.6% | $273,961-27.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.47% | 30.74%-23.3pp | 32.23%-24.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $6,888 | $6,248+10.2% | $5,501+25.2% | $4,869+41.5% |
| Participant deferral / active EE | $5,410 | $5,550-2.5% | $4,871+11.1% | $5,287+2.3% |
| Admin fee / account holder | $5,157 | $15,559-66.9% | $13,027-60.4% | $10,132-49.1% |