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 | $184,248 | $85,766+114.8% | $136,294+35.2% | $70,131+162.7% |
| Participation rate | 81.4% | 74.2%+7.2pp | 81.9%-0.5pp | 69.5%+11.9pp |
| Annual return | 20.06% | 31.45%-11.4pp | 5155.94%-5135.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $598 | $2,966-79.8% | $4,695-87.3% | $2,342-74.5% |
| Participant deferral / active EE | $9,844 | $5,051+94.9% | $6,247+57.6% | $3,332+195.5% |
| Admin fee / account holder | $5,633 | $5,420+3.9% | $9,243-39.1% | $4,645+21.3% |