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 | $196,071 | $101,724+92.7% | $164,813+19.0% | $80,856+142.5% |
| Participation rate | 95.2% | 71.8%+23.3pp | 78.6%+16.6pp | 67.6%+27.5pp |
| Annual return | 13.51% | 16.72%-3.2pp | 69.93%-56.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $8,727 | $2,953+195.5% | $4,341+101.0% | $2,755+216.8% |
| Participant deferral / active EE | $4,671 | $4,477+4.3% | $6,031-22.6% | $4,296+8.7% |
| Admin fee / account holder | $8,087 | $8,227-1.7% | $12,690-36.3% | $6,918+16.9% |