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 | $193,245 | $95,803+101.7% | $113,168+70.8% | $84,808+127.9% |
| Participation rate | 89.7% | 72.9%+16.8pp | 76.6%+13.1pp | 68.3%+21.3pp |
| Annual return | 14.93% | 25.00%-10.1pp | 24.27%-9.3pp | 40.90%-26.0pp |
| Employer contribution / active EE | $6,916 | $2,360+193.1% | $2,975+132.5% | $2,631+162.9% |
| Participant deferral / active EE | $14,436 | $4,242+240.3% | $5,107+182.7% | $4,212+242.8% |
| Admin fee / account holder | $14,116 | $8,989+57.0% | $12,068+17.0% | $7,344+92.2% |