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 | $210,235 | $153,772+36.7% | $133,980+56.9% | $273,961-23.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.52% | 36.51%-27.0pp | 29.30%-19.8pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,671 | $6,029-55.7% | $5,211-48.7% | $4,869-45.1% |
| Participant deferral / active EE | $5,227 | $6,958-24.9% | $6,282-16.8% | $5,287-1.1% |
| Admin fee / account holder | $2,040 | $11,765-82.7% | $9,324-78.1% | $10,132-79.9% |