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 8-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 | $186,939 | $148,978+25.5% | $200,582-6.8% | $84,808+120.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.96% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $15,689 | $4,815+225.8% | $6,419+144.4% | $2,631+496.3% |
| Participant deferral / active EE | $21,285 | $7,142+198.0% | $9,331+128.1% | $4,212+405.4% |
| Admin fee / account holder | $9,230 | $13,977-34.0% | $16,305-43.4% | $7,344+25.7% |