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 | $164,096 | $95,803+71.3% | $113,168+45.0% | $84,808+93.5% |
| Participation rate | 96.6% | 72.9%+23.7pp | 76.6%+20.0pp | 68.3%+28.2pp |
| Annual return | 16.71% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,257 | $2,360+80.4% | $2,975+43.1% | $2,631+61.8% |
| Participant deferral / active EE | $6,140 | $4,242+44.7% | $5,107+20.2% | $4,212+45.8% |
| Admin fee / account holder | $27,417 | $8,989+205.0% | $12,068+127.2% | $7,344+273.3% |