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 | $225,352 | $95,803+135.2% | $113,168+99.1% | $84,808+165.7% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 14.69% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $7,719 | $2,360+227.1% | $2,975+159.4% | $2,631+193.4% |
| Participant deferral / active EE | $6,600 | $4,242+55.6% | $5,107+29.2% | $4,212+56.7% |
| Admin fee / account holder | $20,158 | $8,989+124.3% | $12,068+67.0% | $7,344+174.5% |