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 | $190,667 | $163,101+16.9% | $136,749+39.4% | $142,382+33.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.03% | 27.54%-10.5pp | 24.33%-7.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,956 | $4,117-52.5% | $3,400-42.5% | $4,299-54.5% |
| Participant deferral / active EE | $9,778 | $5,585+75.1% | $4,692+108.4% | $6,507+50.3% |
| Admin fee / account holder | $849 | $14,318-94.1% | $11,386-92.5% | $12,624-93.3% |