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 | $208,440 | $48,046+333.8% | $84,611+146.4% | $72,985+185.6% |
| Participation rate | 75.0% | 57.6%+17.4pp | 68.2%+6.8pp | 69.5%+5.5pp |
| Annual return | 21.69% | 37.38%-15.7pp | 258.74%-237.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $4,063 | $1,602+153.7% | $2,652+53.2% | $2,440+66.5% |
| Participant deferral / active EE | $6,222 | $2,680+132.1% | $3,899+59.6% | $3,607+72.5% |
| Admin fee / account holder | $16,487 | $3,395+385.7% | $4,912+235.6% | $5,124+221.7% |