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 | $176,416 | $95,803+84.1% | $113,168+55.9% | $84,808+108.0% |
| Participation rate | 98.6% | 72.9%+25.8pp | 76.6%+22.1pp | 68.3%+30.3pp |
| Annual return | 14.24% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $11,026 | $2,360+367.2% | $2,975+270.6% | $2,631+319.1% |
| Participant deferral / active EE | $2,978 | $4,242-29.8% | $5,107-41.7% | $4,212-29.3% |
| Admin fee / account holder | $22,783 | $8,989+153.5% | $12,068+88.8% | $7,344+210.2% |