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 | $182,260 | $153,772+18.5% | $133,980+36.0% | $273,961-33.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 5.89% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $9,110 | $6,029+51.1% | $5,211+74.8% | $4,869+87.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $24,507 | $11,765+108.3% | $9,324+162.8% | $10,132+141.9% |