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 | $189,938 | $109,881+72.9% | $150,045+26.6% | $84,808+124.0% |
| Participation rate | 84.4% | 76.1%+8.4pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 16.51% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $7,449 | $3,561+109.2% | $4,693+58.7% | $2,631+183.1% |
| Participant deferral / active EE | $11,140 | $6,636+67.9% | $7,997+39.3% | $4,212+164.5% |
| Admin fee / account holder | $10,350 | $8,568+20.8% | $13,435-23.0% | $7,344+40.9% |