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 | $196,406 | $78,422+150.4% | $95,952+104.7% | $79,858+145.9% |
| Participation rate | 88.6% | 73.5%+15.2pp | 77.1%+11.6pp | 69.6%+19.0pp |
| Annual return | 20.74% | 19.37%+1.4pp | 91.61%-70.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $506 | $1,945-74.0% | $2,541-80.1% | $2,471-79.5% |
| Participant deferral / active EE | $6,230 | $3,440+81.1% | $4,167+49.5% | $3,740+66.6% |
| Admin fee / account holder | $16,608 | $5,622+195.4% | $6,795+144.4% | $5,306+213.0% |