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 | $242,364 | $181,894+33.2% | $156,549+54.8% | $273,961-11.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.94% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $6,105 | $6,248-2.3% | $5,501+11.0% | $4,869+25.4% |
| Participant deferral / active EE | $5,715 | $5,550+3.0% | $4,871+17.3% | $5,287+8.1% |
| Admin fee / account holder | $1,814 | $15,559-88.3% | $13,027-86.1% | $10,132-82.1% |