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 5-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 | $197,959 | $95,803+106.6% | $113,168+74.9% | $84,808+133.4% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 12.86% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $7,362 | $2,360+212.0% | $2,975+147.5% | $2,631+179.8% |
| Participant deferral / active EE | $11,469 | $4,242+170.4% | $5,107+124.6% | $4,212+172.3% |
| Admin fee / account holder | $4,376 | $8,989-51.3% | $12,068-63.7% | $7,344-40.4% |