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 | $150,074 | $95,803+56.6% | $113,168+32.6% | $84,808+77.0% |
| Participation rate | 97.7% | 72.9%+24.8pp | 76.6%+21.1pp | 68.3%+29.4pp |
| Annual return | 14.16% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $6,374 | $2,360+170.1% | $2,975+114.2% | $2,631+142.3% |
| Participant deferral / active EE | $6,364 | $4,242+50.0% | $5,107+24.6% | $4,212+51.1% |
| Admin fee / account holder | $35,335 | $8,989+293.1% | $12,068+192.8% | $7,344+381.2% |