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 | $196,730 | $98,750+99.2% | $149,696+31.4% | $79,858+146.3% |
| Participation rate | 87.1% | 75.8%+11.4pp | 82.5%+4.7pp | 69.6%+17.5pp |
| Annual return | 28.40% | 27.43%+1.0pp | 276.60%-248.2pp | 31.71%-3.3pp |
| Employer contribution / active EE | $3,502 | $3,216+8.9% | $4,644-24.6% | $2,471+41.7% |
| Participant deferral / active EE | $9,836 | $5,680+73.2% | $6,842+43.8% | $3,740+163.0% |
| Admin fee / account holder | $549 | $6,053-90.9% | $9,309-94.1% | $5,306-89.7% |