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 | $195,124 | $81,460+139.5% | $103,333+88.8% | $80,856+141.3% |
| Participation rate | 82.2% | 66.8%+15.4pp | 74.5%+7.7pp | 67.6%+14.6pp |
| Annual return | 13.05% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $993 | $3,105-68.0% | $3,868-74.3% | $2,755-63.9% |
| Participant deferral / active EE | $9,034 | $3,869+133.5% | $5,057+78.6% | $4,296+110.3% |
| Admin fee / account holder | $3,175 | $6,566-51.6% | $8,355-62.0% | $6,918-54.1% |