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 | $204,470 | $89,355+128.8% | $141,162+44.8% | $72,985+180.2% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.5pp | 69.5%+16.5pp |
| Annual return | 21.25% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,526 | $3,114-51.0% | $4,735-67.8% | $2,440-37.5% |
| Participant deferral / active EE | $7,628 | $5,418+40.8% | $6,709+13.7% | $3,607+111.5% |
| Admin fee / account holder | $1,822 | $5,958-69.4% | $10,261-82.2% | $5,124-64.4% |