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 | $188,567 | $135,952+38.7% | $123,892+52.2% | $273,961-31.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.65% | 56.63%-46.0pp | 47.52%-36.9pp | 41.45%-30.8pp |
| Employer contribution / active EE | $7,843 | $5,170+51.7% | $4,617+69.9% | $4,869+61.1% |
| Participant deferral / active EE | $10,200 | $6,343+60.8% | $5,984+70.5% | $5,287+92.9% |
| Admin fee / account holder | $57,027 | $9,817+480.9% | $8,357+582.4% | $10,132+462.8% |