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 | $162,677 | $153,772+5.8% | $133,980+21.4% | $273,961-40.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.06% | 36.51%-26.5pp | 29.30%-19.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $3,810 | $6,029-36.8% | $5,211-26.9% | $4,869-21.8% |
| Participant deferral / active EE | $10,095 | $6,958+45.1% | $6,282+60.7% | $5,287+90.9% |
| Admin fee / account holder | $378 | $11,765-96.8% | $9,324-96.0% | $10,132-96.3% |