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 | $187,891 | $93,571+100.8% | $135,903+38.3% | $75,163+150.0% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 18.89% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,066 | $3,537-69.9% | $4,856-78.1% | $2,670-60.1% |
| Participant deferral / active EE | $14,610 | $6,404+128.1% | $7,758+88.3% | $4,125+254.2% |
| Admin fee / account holder | $7,427 | $6,975+6.5% | $10,762-31.0% | $5,651+31.4% |