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 | $179,070 | $181,894-1.6% | $156,549+14.4% | $273,961-34.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.97% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $8,987 | $6,248+43.8% | $5,501+63.4% | $4,869+84.6% |
| Participant deferral / active EE | $8,465 | $5,550+52.5% | $4,871+73.8% | $5,287+60.1% |
| Admin fee / account holder | $335 | $15,559-97.8% | $13,027-97.4% | $10,132-96.7% |