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 | $190,622 | $89,355+113.3% | $141,162+35.0% | $72,985+161.2% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 25.44% | 111.85%-86.4pp | 71.39%-46.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $3,859 | $3,114+23.9% | $4,735-18.5% | $2,440+58.2% |
| Participant deferral / active EE | $13,024 | $5,418+140.4% | $6,709+94.1% | $3,607+261.0% |
| Admin fee / account holder | $4,516 | $5,958-24.2% | $10,261-56.0% | $5,124-11.9% |