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 | $191,198 | $124,881+53.1% | $209,409-8.7% | $116,875+63.6% |
| Participation rate | 71.0% | 75.8%-4.8pp | 80.4%-9.4pp | 74.5%-3.6pp |
| Annual return | 12.58% | 14.56%-2.0pp | 159.49%-146.9pp | 16.29%-3.7pp |
| Employer contribution / active EE | $2,813 | $2,588+8.7% | $5,035-44.1% | $3,288-14.4% |
| Participant deferral / active EE | $4,369 | $3,793+15.2% | $4,230+3.3% | $3,885+12.5% |
| Admin fee / account holder | $8,036 | $12,933-37.9% | $16,474-51.2% | $12,263-34.5% |