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 | $186,522 | $95,803+94.7% | $113,168+64.8% | $84,808+119.9% |
| Participation rate | 89.7% | 72.9%+16.8pp | 76.6%+13.1pp | 68.3%+21.3pp |
| Annual return | 13.87% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,076 | $2,360+72.7% | $2,975+37.0% | $2,631+54.9% |
| Participant deferral / active EE | $9,745 | $4,242+129.7% | $5,107+90.8% | $4,212+131.4% |
| Admin fee / account holder | $6,519 | $8,989-27.5% | $12,068-46.0% | $7,344-11.2% |