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 | $191,334 | $85,202+124.6% | $172,739+10.8% | $72,985+162.2% |
| Participation rate | 75.5% | 70.1%+5.4pp | 82.6%-7.2pp | 69.5%+6.0pp |
| Annual return | 19.70% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $5,558 | $3,324+67.2% | $5,143+8.1% | $2,440+127.8% |
| Participant deferral / active EE | $4,866 | $3,260+49.3% | $5,198-6.4% | $3,607+34.9% |
| Admin fee / account holder | $10,592 | $5,884+80.0% | $13,954-24.1% | $5,124+106.7% |