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 | $195,207 | $98,750+97.7% | $149,696+30.4% | $79,858+144.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 12.79% | 27.43%-14.6pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,232 | $3,216-30.6% | $4,644-51.9% | $2,471-9.7% |
| Participant deferral / active EE | $6,980 | $5,680+22.9% | $6,842+2.0% | $3,740+86.6% |
| Admin fee / account holder | $1,275 | $6,053-78.9% | $9,309-86.3% | $5,306-76.0% |