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 | $206,091 | $77,813+164.9% | $123,544+66.8% | $64,186+221.1% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.3%+12.8pp | 69.6%+25.6pp |
| Annual return | -6.20% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,163 | $3,014+71.3% | $4,628+11.6% | $2,381+116.9% |
| Participant deferral / active EE | $9,474 | $5,240+80.8% | $6,426+47.4% | $3,470+173.1% |
| Admin fee / account holder | $13,857 | $5,519+151.1% | $9,284+49.3% | $4,888+183.5% |