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 | $186,282 | $87,841+112.1% | $133,980+39.0% | $62,891+196.2% |
| Participation rate | 88.5% | 83.4%+5.1pp | 87.1%+1.4pp | 69.3%+19.2pp |
| Annual return | 8.73% | 12.05%-3.3pp | 29.30%-20.6pp | 20.14%-11.4pp |
| Employer contribution / active EE | $18,500 | $3,483+431.2% | $5,211+255.0% | $2,281+711.1% |
| Participant deferral / active EE | $9,958 | $4,812+106.9% | $6,282+58.5% | $3,203+210.9% |
| Admin fee / account holder | $8,856 | $5,371+64.9% | $9,324-5.0% | $4,296+106.2% |