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 | $196,099 | $181,894+7.8% | $156,549+25.3% | $273,961-28.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.36% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $10,040 | $6,248+60.7% | $5,501+82.5% | $4,869+106.2% |
| Participant deferral / active EE | $5,119 | $5,550-7.8% | $4,871+5.1% | $5,287-3.2% |
| Admin fee / account holder | $160,471 | $15,559+931.4% | $13,027+1131.8% | $10,132+1483.8% |