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 | $181,833 | $98,750+84.1% | $149,696+21.5% | $79,858+127.7% |
| Participation rate | 82.9% | 75.8%+7.2pp | 82.5%+0.5pp | 69.6%+13.3pp |
| Annual return | 13.65% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,870 | $3,216+20.3% | $4,644-16.7% | $2,471+56.6% |
| Participant deferral / active EE | $10,408 | $5,680+83.2% | $6,842+52.1% | $3,740+178.3% |
| Admin fee / account holder | $23,684 | $6,053+291.3% | $9,309+154.4% | $5,306+346.3% |