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 | $193,589 | $77,634+149.4% | $156,549+23.7% | $62,891+207.8% |
| Participation rate | 95.6% | 71.2%+24.4pp | 84.0%+11.5pp | 69.3%+26.2pp |
| Annual return | 6.34% | 50.32%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $5,954 | $3,444+72.9% | $5,501+8.2% | $2,281+161.0% |
| Participant deferral / active EE | $3,853 | $3,045+26.5% | $4,871-20.9% | $3,203+20.3% |
| Admin fee / account holder | $3,085 | $5,561-44.5% | $13,027-76.3% | $4,296-28.2% |