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 | $185,989 | $77,899+138.8% | $149,673+24.3% | $75,163+147.4% |
| Participation rate | 79.2% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.1pp |
| Annual return | 21.20% | 31.72%-10.5pp | 134.42%-113.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $7,661 | $3,137+144.2% | $4,818+59.0% | $2,670+186.9% |
| Participant deferral / active EE | $7,413 | $3,411+117.3% | $5,680+30.5% | $4,125+79.7% |
| Admin fee / account holder | $24,258 | $5,956+307.3% | $13,210+83.6% | $5,651+329.3% |