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 | $185,408 | $92,985+99.4% | $153,485+20.8% | $80,856+129.3% |
| Participation rate | 96.5% | 69.0%+27.5pp | 77.1%+19.4pp | 67.6%+28.9pp |
| Annual return | 14.71% | 19.95%-5.2pp | 15.65%-0.9pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,813 | $3,507+8.7% | $5,039-24.3% | $2,755+38.4% |
| Participant deferral / active EE | $11,536 | $5,178+122.8% | $6,757+70.7% | $4,296+168.5% |
| Admin fee / account holder | $32,168 | $8,880+262.2% | $12,724+152.8% | $6,918+365.0% |