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 | $187,870 | $100,041+87.8% | $149,718+25.5% | $70,131+167.9% |
| Participation rate | 87.8% | 83.6%+4.2pp | 87.1%+0.7pp | 69.5%+18.3pp |
| Annual return | 16.95% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $5,318 | $3,662+45.2% | $5,445-2.3% | $2,342+127.0% |
| Participant deferral / active EE | $9,717 | $4,983+95.0% | $6,569+47.9% | $3,332+191.6% |
| Admin fee / account holder | $3,085 | $8,286-62.8% | $11,283-72.7% | $4,645-33.6% |