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 | $198,714 | $62,672+217.1% | $185,117+7.3% | $70,131+183.3% |
| Participation rate | 85.7% | 63.8%+21.9pp | 77.3%+8.4pp | 69.5%+16.2pp |
| Annual return | 20.53% | 40.79%-20.3pp | 40.50%-20.0pp | 73.14%-52.6pp |
| Employer contribution / active EE | $3,443 | $1,753+96.4% | $4,182-17.7% | $2,342+47.0% |
| Participant deferral / active EE | $9,097 | $3,272+178.1% | $5,045+80.3% | $3,332+173.0% |
| Admin fee / account holder | $17,267 | $3,932+339.2% | $8,159+111.6% | $4,645+271.7% |