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 | $194,842 | $77,634+151.0% | $156,549+24.5% | $62,891+209.8% |
| Participation rate | 84.6% | 71.2%+13.4pp | 84.0%+0.6pp | 69.3%+15.3pp |
| Annual return | 8.67% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $8,900 | $3,444+158.5% | $5,501+61.8% | $2,281+290.2% |
| Participant deferral / active EE | $5,075 | $3,045+66.6% | $4,871+4.2% | $3,203+58.4% |
| Admin fee / account holder | $16,715 | $5,561+200.6% | $13,027+28.3% | $4,296+289.1% |