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 | $195,646 | $81,248+140.8% | $155,509+25.8% | $80,856+142.0% |
| Participation rate | 92.1% | 66.2%+25.9pp | 78.2%+13.9pp | 67.6%+24.5pp |
| Annual return | 10.64% | 33.31%-22.7pp | 64.67%-54.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $3,792 | $3,100+22.3% | $4,672-18.8% | $2,755+37.7% |
| Participant deferral / active EE | $10,283 | $3,452+197.9% | $5,626+82.8% | $4,296+139.4% |
| Admin fee / account holder | $29,577 | $7,997+269.8% | $15,912+85.9% | $6,918+327.5% |