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 | $190,436 | $84,233+126.1% | $170,442+11.7% | $70,131+171.5% |
| Participation rate | 90.5% | 70.8%+19.7pp | 83.6%+6.9pp | 69.5%+21.0pp |
| Annual return | 12.68% | 23.06%-10.4pp | 205.93%-193.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $2,686 | $3,387-20.7% | $5,433-50.6% | $2,342+14.7% |
| Participant deferral / active EE | $5,923 | $3,086+91.9% | $4,939+19.9% | $3,332+77.8% |
| Admin fee / account holder | $6,320 | $5,698+10.9% | $13,880-54.5% | $4,645+36.0% |