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 | $232,849 | $181,894+28.0% | $156,549+48.7% | $273,961-15.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.34% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,143 | $6,248-65.7% | $5,501-61.0% | $4,869-56.0% |
| Participant deferral / active EE | $6,340 | $5,550+14.2% | $4,871+30.2% | $5,287+19.9% |
| Admin fee / account holder | $18,703 | $15,559+20.2% | $13,027+43.6% | $10,132+84.6% |