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 | $189,741 | $99,652+90.4% | $78,778+140.9% | $147,584+28.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 15.59% | 47.28%-31.7pp | 35.62%-20.0pp | 578.55%-563.0pp |
| Employer contribution / active EE | $604 | $2,796-78.4% | $1,986-69.6% | $4,876-87.6% |
| Participant deferral / active EE | $6,000 | $3,664+63.8% | $2,958+102.8% | $5,439+10.3% |
| Admin fee / account holder | $2,078 | $7,155-71.0% | $5,134-59.5% | $10,885-80.9% |