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 | $193,146 | $98,750+95.6% | $149,696+29.0% | $79,858+141.9% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 18.78% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,687 | $3,216-16.5% | $4,644-42.1% | $2,471+8.7% |
| Participant deferral / active EE | $6,117 | $5,680+7.7% | $6,842-10.6% | $3,740+63.6% |
| Admin fee / account holder | $5,814 | $6,053-3.9% | $9,309-37.5% | $5,306+9.6% |