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 | $187,709 | $94,625+98.4% | $116,228+61.5% | $84,808+121.3% |
| Participation rate | 85.3% | 70.4%+14.9pp | 74.6%+10.8pp | 68.3%+17.0pp |
| Annual return | 15.18% | 20.40%-5.2pp | 90.06%-74.9pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,852 | $2,347-21.1% | $2,994-38.1% | $2,631-29.6% |
| Participant deferral / active EE | $9,294 | $3,972+134.0% | $4,953+87.6% | $4,212+120.7% |
| Admin fee / account holder | $4,190 | $10,091-58.5% | $11,989-65.1% | $7,344-43.0% |