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 | $124,676 | $95,803+30.1% | $113,168+10.2% | $84,808+47.0% |
| Participation rate | 95.4% | 72.9%+22.5pp | 76.6%+18.8pp | 68.3%+27.1pp |
| Annual return | 12.65% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,397 | $2,360+1.6% | $2,975-19.4% | $2,631-8.9% |
| Participant deferral / active EE | $6,944 | $4,242+63.7% | $5,107+36.0% | $4,212+64.9% |
| Admin fee / account holder | $13,515 | $8,989+50.4% | $12,068+12.0% | $7,344+84.0% |