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 | $195,874 | $81,248+141.1% | $155,509+26.0% | $80,856+142.2% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 10.83% | 33.31%-22.5pp | 64.67%-53.8pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,181 | $3,100-29.7% | $4,672-53.3% | $2,755-20.8% |
| Participant deferral / active EE | $8,179 | $3,452+137.0% | $5,626+45.4% | $4,296+90.4% |
| Admin fee / account holder | $3,928 | $7,997-50.9% | $15,912-75.3% | $6,918-43.2% |