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 | $183,511 | $95,803+91.6% | $113,168+62.2% | $84,808+116.4% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 14.53% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,299 | $2,360-2.6% | $2,975-22.7% | $2,631-12.6% |
| Participant deferral / active EE | $7,790 | $4,242+83.6% | $5,107+52.5% | $4,212+85.0% |
| Admin fee / account holder | $27,672 | $8,989+207.8% | $12,068+129.3% | $7,344+276.8% |