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 | $185,756 | $98,750+88.1% | $149,696+24.1% | $79,858+132.6% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.5%+11.0pp | 69.6%+23.8pp |
| Annual return | 16.05% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,917 | $3,216-9.3% | $4,644-37.2% | $2,471+18.1% |
| Participant deferral / active EE | $8,046 | $5,680+41.6% | $6,842+17.6% | $3,740+115.1% |
| Admin fee / account holder | $910 | $6,053-85.0% | $9,309-90.2% | $5,306-82.9% |