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 | $190,245 | $89,355+112.9% | $141,162+34.8% | $72,985+160.7% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 20.33% | 111.85%-91.5pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,032 | $3,114-34.7% | $4,735-57.1% | $2,440-16.7% |
| Participant deferral / active EE | $9,162 | $5,418+69.1% | $6,709+36.6% | $3,607+154.0% |
| Admin fee / account holder | $11,474 | $5,958+92.6% | $10,261+11.8% | $5,124+123.9% |