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 | $189,648 | $95,803+98.0% | $113,168+67.6% | $84,808+123.6% |
| Participation rate | 98.1% | 72.9%+25.2pp | 76.6%+21.5pp | 68.3%+29.8pp |
| Annual return | 17.49% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,620 | $2,360+95.8% | $2,975+55.3% | $2,631+75.6% |
| Participant deferral / active EE | $10,575 | $4,242+149.3% | $5,107+107.1% | $4,212+151.1% |
| Admin fee / account holder | $11,876 | $8,989+32.1% | $12,068-1.6% | $7,344+61.7% |