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 | $161,120 | $153,772+4.8% | $133,980+20.3% | $273,961-41.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.57% | 36.51%-28.9pp | 29.30%-21.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,242 | $6,029-46.2% | $5,211-37.8% | $4,869-33.4% |
| Participant deferral / active EE | $4,980 | $6,958-28.4% | $6,282-20.7% | $5,287-5.8% |
| Admin fee / account holder | $688 | $11,765-94.2% | $9,324-92.6% | $10,132-93.2% |