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 | $198,363 | $109,881+80.5% | $150,045+32.2% | $84,808+133.9% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.0pp | 68.3%+18.1pp |
| Annual return | 20.81% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $8,972 | $3,561+151.9% | $4,693+91.2% | $2,631+241.0% |
| Participant deferral / active EE | $17,481 | $6,636+163.4% | $7,997+118.6% | $4,212+315.1% |
| Admin fee / account holder | $4,080 | $8,568-52.4% | $13,435-69.6% | $7,344-44.4% |