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 | $221,471 | $181,894+21.8% | $156,549+41.5% | $273,961-19.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.57% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $7,000 | $6,248+12.0% | $5,501+27.2% | $4,869+43.8% |
| Participant deferral / active EE | $9,299 | $5,550+67.5% | $4,871+90.9% | $5,287+75.9% |
| Admin fee / account holder | $31,921 | $15,559+105.2% | $13,027+145.0% | $10,132+215.0% |