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 | $228,229 | $181,894+25.5% | $156,549+45.8% | $273,961-16.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.65% | 30.74%-24.1pp | 32.23%-25.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $13,710 | $6,248+119.4% | $5,501+149.2% | $4,869+181.6% |
| Participant deferral / active EE | $3,285 | $5,550-40.8% | $4,871-32.6% | $5,287-37.9% |
| Admin fee / account holder | $4,606 | $15,559-70.4% | $13,027-64.6% | $10,132-54.5% |