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 | $186,831 | $152,587+22.4% | $125,175+49.3% | $152,861+22.2% |
| Participation rate | 87.0% | 83.3%+3.6pp | 79.8%+7.2pp | 82.4%+4.5pp |
| Annual return | 21.49% | 54.84%-33.3pp | 43.79%-22.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $10,030 | $4,946+102.8% | $3,865+159.5% | $4,762+110.6% |
| Participant deferral / active EE | $4,619 | $5,868-21.3% | $4,937-6.4% | $5,850-21.0% |
| Admin fee / account holder | $1,642 | $13,434-87.8% | $9,702-83.1% | $11,596-85.8% |