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 | $187,769 | $95,803+96.0% | $113,168+65.9% | $84,808+121.4% |
| Participation rate | 90.2% | 72.9%+17.4pp | 76.6%+13.7pp | 68.3%+21.9pp |
| Annual return | 18.03% | 25.00%-7.0pp | 24.27%-6.2pp | 40.90%-22.9pp |
| Employer contribution / active EE | $6,939 | $2,360+194.0% | $2,975+133.2% | $2,631+163.8% |
| Participant deferral / active EE | $4,782 | $4,242+12.7% | $5,107-6.4% | $4,212+13.5% |
| Admin fee / account holder | $16,304 | $8,989+81.4% | $12,068+35.1% | $7,344+122.0% |