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 | $196,741 | $85,766+129.4% | $136,294+44.4% | $70,131+180.5% |
| Participation rate | 90.2% | 74.2%+16.1pp | 81.9%+8.3pp | 69.5%+20.7pp |
| Annual return | 18.61% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $5,385 | $2,966+81.6% | $4,695+14.7% | $2,342+129.9% |
| Participant deferral / active EE | $11,172 | $5,051+121.2% | $6,247+78.8% | $3,332+235.3% |
| Admin fee / account holder | $3,087 | $5,420-43.1% | $9,243-66.6% | $4,645-33.5% |