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 | $198,140 | $109,881+80.3% | $150,045+32.1% | $84,808+133.6% |
| Participation rate | 75.3% | 76.1%-0.7pp | 82.3%-7.0pp | 68.3%+7.0pp |
| Annual return | 15.82% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $7,092 | $3,561+99.2% | $4,693+51.1% | $2,631+169.6% |
| Participant deferral / active EE | $7,558 | $6,636+13.9% | $7,997-5.5% | $4,212+79.5% |
| Admin fee / account holder | $17,291 | $8,568+101.8% | $13,435+28.7% | $7,344+135.4% |