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 | $196,426 | $109,881+78.8% | $150,045+30.9% | $84,808+131.6% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.3pp | 68.3%+29.3pp |
| Annual return | 16.26% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $7,056 | $3,561+98.1% | $4,693+50.3% | $2,631+168.2% |
| Participant deferral / active EE | $16,278 | $6,636+145.3% | $7,997+103.5% | $4,212+286.5% |
| Admin fee / account holder | $3,857 | $8,568-55.0% | $13,435-71.3% | $7,344-47.5% |