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 | $208,949 | $125,758+66.2% | $169,993+22.9% | $75,163+178.0% |
| Participation rate | 81.8% | 83.6%-1.8pp | 87.0%-5.2pp | 67.2%+14.6pp |
| Annual return | 16.40% | 27.20%-10.8pp | 53.37%-37.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $4,644 | $4,615+0.6% | $6,785-31.6% | $2,670+74.0% |
| Participant deferral / active EE | $9,602 | $6,837+40.4% | $10,408-7.7% | $4,125+132.8% |
| Admin fee / account holder | $61,003 | $8,173+646.4% | $12,815+376.0% | $5,651+979.5% |