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 | $111,244 | $153,772-27.7% | $133,980-17.0% | $273,961-59.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.09% | 36.51%-27.4pp | 29.30%-20.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $6,298 | $6,029+4.5% | $5,211+20.8% | $4,869+29.4% |
| Participant deferral / active EE | $9,573 | $6,958+37.6% | $6,282+52.4% | $5,287+81.1% |
| Admin fee / account holder | $400 | $11,765-96.6% | $9,324-95.7% | $10,132-96.0% |