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 | $207,800 | $98,750+110.4% | $149,696+38.8% | $79,858+160.2% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.6%+18.9pp |
| Annual return | 17.97% | 27.43%-9.5pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $3,013 | $3,216-6.3% | $4,644-35.1% | $2,471+21.9% |
| Participant deferral / active EE | $7,741 | $5,680+36.3% | $6,842+13.1% | $3,740+107.0% |
| Admin fee / account holder | $2,264 | $6,053-62.6% | $9,309-75.7% | $5,306-57.3% |