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 | $192,757 | $89,355+115.7% | $141,162+36.6% | $72,985+164.1% |
| Participation rate | 92.2% | 75.1%+17.1pp | 82.5%+9.7pp | 69.5%+22.7pp |
| Annual return | 22.04% | 111.85%-89.8pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $848 | $3,114-72.8% | $4,735-82.1% | $2,440-65.2% |
| Participant deferral / active EE | $9,075 | $5,418+67.5% | $6,709+35.3% | $3,607+151.6% |
| Admin fee / account holder | $1,144 | $5,958-80.8% | $10,261-88.8% | $5,124-77.7% |