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 | $162,898 | $95,803+70.0% | $113,168+43.9% | $84,808+92.1% |
| Participation rate | 95.0% | 72.9%+22.1pp | 76.6%+18.4pp | 68.3%+26.7pp |
| Annual return | 15.69% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,836 | $2,360+62.5% | $2,975+28.9% | $2,631+45.8% |
| Participant deferral / active EE | $10,318 | $4,242+143.2% | $5,107+102.1% | $4,212+145.0% |
| Admin fee / account holder | $20,115 | $8,989+123.8% | $12,068+66.7% | $7,344+173.9% |