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 | $206,650 | $84,233+145.3% | $170,442+21.2% | $70,131+194.7% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 21.25% | 23.06%-1.8pp | 205.93%-184.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,685 | $3,387-20.7% | $5,433-50.6% | $2,342+14.6% |
| Participant deferral / active EE | $6,136 | $3,086+98.8% | $4,939+24.2% | $3,332+84.2% |
| Admin fee / account holder | $3,699 | $5,698-35.1% | $13,880-73.4% | $4,645-20.4% |