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 | $228,421 | $153,772+48.5% | $133,980+70.5% | $273,961-16.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.88% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $8,866 | $6,029+47.0% | $5,211+70.1% | $4,869+82.1% |
| Participant deferral / active EE | $9,037 | $6,958+29.9% | $6,282+43.9% | $5,287+70.9% |
| Admin fee / account holder | $32,340 | $11,765+174.9% | $9,324+246.8% | $10,132+219.2% |