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 | $182,346 | $72,012+153.2% | $185,823-1.9% | $79,858+128.3% |
| Participation rate | 88.5% | 65.8%+22.7pp | 78.0%+10.4pp | 69.6%+18.8pp |
| Annual return | 13.60% | 23.12%-9.5pp | 35.95%-22.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,696 | $1,965+88.1% | $4,087-9.6% | $2,471+49.6% |
| Participant deferral / active EE | $6,894 | $3,779+82.4% | $5,632+22.4% | $3,740+84.3% |
| Admin fee / account holder | $1,442 | $4,513-68.0% | $9,500-84.8% | $5,306-72.8% |