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 | $196,761 | $95,803+105.4% | $113,168+73.9% | $84,808+132.0% |
| Participation rate | 97.1% | 72.9%+24.2pp | 76.6%+20.5pp | 68.3%+28.8pp |
| Annual return | 15.82% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.1pp |
| Employer contribution / active EE | $5,001 | $2,360+111.9% | $2,975+68.1% | $2,631+90.1% |
| Participant deferral / active EE | $10,807 | $4,242+154.8% | $5,107+111.6% | $4,212+156.6% |
| Admin fee / account holder | $3,437 | $8,989-61.8% | $12,068-71.5% | $7,344-53.2% |