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 | $187,280 | $98,750+89.7% | $149,696+25.1% | $79,858+134.5% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.5%+5.3pp | 69.6%+18.2pp |
| Annual return | 32.00% | 27.43%+4.6pp | 276.60%-244.6pp | 31.71%+0.3pp |
| Employer contribution / active EE | $5,149 | $3,216+60.1% | $4,644+10.9% | $2,471+108.4% |
| Participant deferral / active EE | $12,630 | $5,680+122.4% | $6,842+84.6% | $3,740+237.7% |
| Admin fee / account holder | $2,519 | $6,053-58.4% | $9,309-72.9% | $5,306-52.5% |