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 | $190,852 | $153,772+24.1% | $133,980+42.4% | $273,961-30.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.02% | 36.51%-29.5pp | 29.30%-22.3pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,328 | $6,029-44.8% | $5,211-36.1% | $4,869-31.6% |
| Participant deferral / active EE | $2,809 | $6,958-59.6% | $6,282-55.3% | $5,287-46.9% |
| Admin fee / account holder | $4,861 | $11,765-58.7% | $9,324-47.9% | $10,132-52.0% |