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 | $207,944 | $181,894+14.3% | $156,549+32.8% | $273,961-24.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.09% | 30.74%-22.7pp | 32.23%-24.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $7,419 | $6,248+18.7% | $5,501+34.9% | $4,869+52.4% |
| Participant deferral / active EE | $7,087 | $5,550+27.7% | $4,871+45.5% | $5,287+34.0% |
| Admin fee / account holder | $1,193 | $15,559-92.3% | $13,027-90.8% | $10,132-88.2% |