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 | $169,613 | $181,894-6.8% | $156,549+8.3% | $273,961-38.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.46% | 30.74%-16.3pp | 32.23%-17.8pp | 41.45%-27.0pp |
| Employer contribution / active EE | $11,188 | $6,248+79.1% | $5,501+103.4% | $4,869+129.8% |
| Participant deferral / active EE | $6,761 | $5,550+21.8% | $4,871+38.8% | $5,287+27.9% |
| Admin fee / account holder | $1,320 | $15,559-91.5% | $13,027-89.9% | $10,132-87.0% |