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 | $187,597 | $76,552+145.1% | $123,892+51.4% | $62,891+198.3% |
| Participation rate | 96.6% | 73.0%+23.6pp | 81.4%+15.1pp | 69.3%+27.2pp |
| Annual return | 8.69% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,414 | $2,883-16.3% | $4,617-47.7% | $2,281+5.8% |
| Participant deferral / active EE | $9,785 | $4,840+102.2% | $5,984+63.5% | $3,203+205.5% |
| Admin fee / account holder | $18,576 | $4,826+284.9% | $8,357+122.3% | $4,296+332.4% |