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 | $117,374 | $153,772-23.7% | $133,980-12.4% | $273,961-57.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.22% | 36.51%-30.3pp | 29.30%-23.1pp | 41.45%-35.2pp |
| Employer contribution / active EE | $14,763 | $6,029+144.9% | $5,211+183.3% | $4,869+203.2% |
| Participant deferral / active EE | $12,179 | $6,958+75.0% | $6,282+93.9% | $5,287+130.4% |
| Admin fee / account holder | $1,349 | $11,765-88.5% | $9,324-85.5% | $10,132-86.7% |