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 | $164,647 | $95,803+71.9% | $113,168+45.5% | $84,808+94.1% |
| Participation rate | 90.6% | 72.9%+17.7pp | 76.6%+14.0pp | 68.3%+22.3pp |
| Annual return | 21.99% | 25.00%-3.0pp | 24.27%-2.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $6,929 | $2,360+193.6% | $2,975+132.9% | $2,631+163.4% |
| Participant deferral / active EE | $9,086 | $4,242+114.2% | $5,107+77.9% | $4,212+115.7% |
| Admin fee / account holder | $17,544 | $8,989+95.2% | $12,068+45.4% | $7,344+138.9% |