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 | $154,480 | $48,046+221.5% | $84,611+82.6% | $72,985+111.7% |
| Participation rate | 85.2% | 57.6%+27.6pp | 68.2%+17.0pp | 69.5%+15.7pp |
| Annual return | 25.58% | 37.38%-11.8pp | 258.74%-233.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,339 | $1,602+46.0% | $2,652-11.8% | $2,440-4.1% |
| Participant deferral / active EE | $7,267 | $2,680+171.1% | $3,899+86.4% | $3,607+101.5% |
| Admin fee / account holder | $3,695 | $3,395+8.8% | $4,912-24.8% | $5,124-27.9% |