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 | $182,612 | $89,355+104.4% | $141,162+29.4% | $72,985+150.2% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 22.74% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $6,870 | $3,114+120.6% | $4,735+45.1% | $2,440+181.6% |
| Participant deferral / active EE | $4,992 | $5,418-7.9% | $6,709-25.6% | $3,607+38.4% |
| Admin fee / account holder | $2,960 | $5,958-50.3% | $10,261-71.1% | $5,124-42.2% |