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 | $189,104 | $89,355+111.6% | $141,162+34.0% | $72,985+159.1% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 25.31% | 111.85%-86.5pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $9,866 | $3,114+216.8% | $4,735+108.4% | $2,440+304.4% |
| Participant deferral / active EE | $4,332 | $5,418-20.1% | $6,709-35.4% | $3,607+20.1% |
| Admin fee / account holder | $1,738 | $5,958-70.8% | $10,261-83.1% | $5,124-66.1% |