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 | $190,949 | $118,680+60.9% | $98,907+93.1% | $158,922+20.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 11.23% | 372.35%-361.1pp | 196.43%-185.2pp | 302.83%-291.6pp |
| Employer contribution / active EE | $6,852 | $3,333+105.6% | $2,689+154.8% | $4,761+43.9% |
| Participant deferral / active EE | $7,990 | $5,088+57.0% | $4,244+88.3% | $5,982+33.6% |
| Admin fee / account holder | $8,473 | $10,131-16.4% | $6,642+27.6% | $11,246-24.7% |