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 | $229,788 | $95,803+139.9% | $113,168+103.1% | $84,808+171.0% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 15.97% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,759 | $2,360+59.3% | $2,975+26.3% | $2,631+42.9% |
| Participant deferral / active EE | $9,303 | $4,242+119.3% | $5,107+82.2% | $4,212+120.9% |
| Admin fee / account holder | $17,293 | $8,989+92.4% | $12,068+43.3% | $7,344+135.5% |