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 | $182,465 | $81,248+124.6% | $155,509+17.3% | $80,856+125.7% |
| Participation rate | 81.8% | 66.2%+15.6pp | 78.2%+3.6pp | 67.6%+14.2pp |
| Annual return | 11.62% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $7,995 | $3,100+157.9% | $4,672+71.1% | $2,755+190.2% |
| Participant deferral / active EE | $5,668 | $3,452+64.2% | $5,626+0.7% | $4,296+31.9% |
| Admin fee / account holder | $22,328 | $7,997+179.2% | $15,912+40.3% | $6,918+222.8% |