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 | $197,194 | $104,664+88.4% | $85,682+130.1% | $167,490+17.7% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 20.28% | 21.45%-1.2pp | 21.49%-1.2pp | 478.56%-458.3pp |
| Employer contribution / active EE | $12,773 | $3,337+282.8% | $2,618+387.8% | $4,837+164.0% |
| Participant deferral / active EE | $4,247 | $4,824-12.0% | $3,923+8.3% | $6,341-33.0% |
| Admin fee / account holder | $3,575 | $10,032-64.4% | $6,873-48.0% | $12,309-71.0% |