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 | $191,693 | $87,013+120.3% | $106,213+80.5% | $80,856+137.1% |
| Participation rate | 73.8% | 70.4%+3.4pp | 75.3%-1.5pp | 67.6%+6.2pp |
| Annual return | 14.06% | 17.05%-3.0pp | 116.14%-102.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $709 | $2,395-70.4% | $3,171-77.7% | $2,755-74.3% |
| Participant deferral / active EE | $7,669 | $3,986+92.4% | $5,016+52.9% | $4,296+78.5% |
| Admin fee / account holder | $499 | $8,431-94.1% | $11,033-95.5% | $6,918-92.8% |