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 | $186,400 | $95,803+94.6% | $113,168+64.7% | $84,808+119.8% |
| Participation rate | 90.6% | 72.9%+17.7pp | 76.6%+14.0pp | 68.3%+22.3pp |
| Annual return | 16.53% | 25.00%-8.5pp | 24.27%-7.7pp | 40.90%-24.4pp |
| Employer contribution / active EE | $7,926 | $2,360+235.8% | $2,975+166.4% | $2,631+201.2% |
| Participant deferral / active EE | $5,439 | $4,242+28.2% | $5,107+6.5% | $4,212+29.1% |
| Admin fee / account holder | $19,236 | $8,989+114.0% | $12,068+59.4% | $7,344+161.9% |