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 | $191,509 | $63,346+202.3% | $92,233+107.6% | $70,131+173.1% |
| Participation rate | 79.3% | 68.7%+10.6pp | 76.5%+2.8pp | 69.5%+9.8pp |
| Annual return | 21.19% | 530.12%-508.9pp | 176.28%-155.1pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,552 | $2,471+3.3% | $3,679-30.7% | $2,342+8.9% |
| Participant deferral / active EE | $7,478 | $2,854+162.0% | $3,897+91.9% | $3,332+124.4% |
| Admin fee / account holder | $1,371 | $3,840-64.3% | $5,194-73.6% | $4,645-70.5% |