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 | $189,314 | $95,803+97.6% | $113,168+67.3% | $84,808+123.2% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 16.15% | 25.00%-8.9pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $9,039 | $2,360+283.0% | $2,975+203.8% | $2,631+243.5% |
| Participant deferral / active EE | $10,281 | $4,242+142.3% | $5,107+101.3% | $4,212+144.1% |
| Admin fee / account holder | $19,422 | $8,989+116.1% | $12,068+60.9% | $7,344+164.5% |