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 | $211,169 | $181,894+16.1% | $156,549+34.9% | $273,961-22.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.19% | 30.74%-18.6pp | 32.23%-20.0pp | 41.45%-29.3pp |
| Employer contribution / active EE | $1,635 | $6,248-73.8% | $5,501-70.3% | $4,869-66.4% |
| Participant deferral / active EE | $3,065 | $5,550-44.8% | $4,871-37.1% | $5,287-42.0% |
| Admin fee / account holder | $3,457 | $15,559-77.8% | $13,027-73.5% | $10,132-65.9% |