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 | $190,314 | $77,899+144.3% | $149,673+27.2% | $75,163+153.2% |
| Participation rate | 79.3% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.1pp |
| Annual return | 17.92% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $4,453 | $3,137+41.9% | $4,818-7.6% | $2,670+66.8% |
| Participant deferral / active EE | $9,247 | $3,411+171.1% | $5,680+62.8% | $4,125+124.2% |
| Admin fee / account holder | $1,554 | $5,956-73.9% | $13,210-88.2% | $5,651-72.5% |