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 | $192,210 | $73,933+160.0% | $96,683+98.8% | $75,163+155.7% |
| Participation rate | 89.5% | 66.4%+23.1pp | 74.3%+15.1pp | 67.2%+22.3pp |
| Annual return | 13.26% | 26.70%-13.4pp | 35.69%-22.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $7,895 | $2,928+169.7% | $3,737+111.3% | $2,670+195.7% |
| Participant deferral / active EE | $9,561 | $3,659+161.3% | $4,878+96.0% | $4,125+131.8% |
| Admin fee / account holder | $6,086 | $5,216+16.7% | $6,730-9.6% | $5,651+7.7% |