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 | $157,286 | $153,772+2.3% | $133,980+17.4% | $273,961-42.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.73% | 36.51%-28.8pp | 29.30%-21.6pp | 41.45%-33.7pp |
| Employer contribution / active EE | $6,700 | $6,029+11.1% | $5,211+28.6% | $4,869+37.6% |
| Participant deferral / active EE | $3,718 | $6,958-46.6% | $6,282-40.8% | $5,287-29.7% |
| Admin fee / account holder | $11,756 | $11,765-0.1% | $9,324+26.1% | $10,132+16.0% |