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 | $186,464 | $152,460+22.3% | $118,746+57.0% | $147,584+26.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 22.16% | 17.41%+4.7pp | 24.54%-2.4pp | 578.55%-556.4pp |
| Employer contribution / active EE | $5,598 | $5,046+10.9% | $4,193+33.5% | $4,876+14.8% |
| Participant deferral / active EE | $9,887 | $6,212+59.1% | $5,332+85.4% | $5,439+81.8% |
| Admin fee / account holder | $2,009 | $16,953-88.2% | $10,720-81.3% | $10,885-81.5% |