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 | $242,516 | $181,894+33.3% | $156,549+54.9% | $273,961-11.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.39% | 30.74%-25.4pp | 32.23%-26.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $9,394 | $6,248+50.3% | $5,501+70.8% | $4,869+92.9% |
| Participant deferral / active EE | $8,286 | $5,550+49.3% | $4,871+70.1% | $5,287+56.7% |
| Admin fee / account holder | $886 | $15,559-94.3% | $13,027-93.2% | $10,132-91.3% |