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 | $190,321 | $80,968+135.1% | $96,544+97.1% | $75,163+153.2% |
| Participation rate | 76.7% | 71.8%+4.9pp | 76.0%+0.7pp | 67.2%+9.5pp |
| Annual return | 22.15% | 27.06%-4.9pp | 25.84%-3.7pp | 160.62%-138.5pp |
| Employer contribution / active EE | $2,300 | $2,282+0.8% | $2,965-22.4% | $2,670-13.8% |
| Participant deferral / active EE | $6,737 | $3,928+71.5% | $4,851+38.9% | $4,125+63.3% |
| Admin fee / account holder | $7,267 | $6,724+8.1% | $8,252-11.9% | $5,651+28.6% |