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 | $189,684 | $101,724+86.5% | $164,813+15.1% | $80,856+134.6% |
| Participation rate | 91.7% | 71.8%+19.8pp | 78.6%+13.1pp | 67.6%+24.0pp |
| Annual return | 11.27% | 16.72%-5.4pp | 69.93%-58.7pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,333 | $2,953+12.9% | $4,341-23.2% | $2,755+21.0% |
| Participant deferral / active EE | $7,238 | $4,477+61.7% | $6,031+20.0% | $4,296+68.5% |
| Admin fee / account holder | $65,500 | $8,227+696.1% | $12,690+416.2% | $6,918+846.8% |