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 | $192,128 | $95,803+100.5% | $113,168+69.8% | $84,808+126.5% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+28.0pp |
| Annual return | 14.72% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,360 | $2,360+84.7% | $2,975+46.5% | $2,631+65.7% |
| Participant deferral / active EE | $7,510 | $4,242+77.0% | $5,107+47.1% | $4,212+78.3% |
| Admin fee / account holder | $5,991 | $8,989-33.3% | $12,068-50.4% | $7,344-18.4% |