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 | $190,412 | $65,395+191.2% | $182,532+4.3% | $72,985+160.9% |
| Participation rate | 83.6% | 65.4%+18.2pp | 78.0%+5.6pp | 69.5%+14.1pp |
| Annual return | 25.17% | 27.68%-2.5pp | 148.54%-123.4pp | 81.00%-55.8pp |
| Employer contribution / active EE | $2,923 | $1,911+52.9% | $4,076-28.3% | $2,440+19.8% |
| Participant deferral / active EE | $8,325 | $3,563+133.7% | $5,524+50.7% | $3,607+130.8% |
| Admin fee / account holder | $2,865 | $4,245-32.5% | $8,592-66.7% | $5,124-44.1% |