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 | $184,900 | $95,803+93.0% | $113,168+63.4% | $84,808+118.0% |
| Participation rate | 84.1% | 72.9%+11.2pp | 76.6%+7.5pp | 68.3%+15.8pp |
| Annual return | 17.64% | 25.00%-7.4pp | 24.27%-6.6pp | 40.90%-23.3pp |
| Employer contribution / active EE | $8,308 | $2,360+252.0% | $2,975+179.2% | $2,631+215.8% |
| Participant deferral / active EE | $9,254 | $4,242+118.2% | $5,107+81.2% | $4,212+119.7% |
| Admin fee / account holder | $5,841 | $8,989-35.0% | $12,068-51.6% | $7,344-20.5% |