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 | $187,306 | $138,347+35.4% | $184,203+1.7% | $80,856+131.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.11% | 20.02%-3.9pp | 28.81%-12.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $6,263 | $4,850+29.1% | $6,427-2.5% | $2,755+127.4% |
| Participant deferral / active EE | $5,592 | $7,071-20.9% | $9,131-38.8% | $4,296+30.2% |
| Admin fee / account holder | $43,458 | $10,483+314.5% | $13,901+212.6% | $6,918+528.2% |