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 | $198,554 | $109,881+80.7% | $150,045+32.3% | $84,808+134.1% |
| Participation rate | 80.4% | 76.1%+4.3pp | 82.3%-2.0pp | 68.3%+12.0pp |
| Annual return | 17.69% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $7,041 | $3,561+97.7% | $4,693+50.0% | $2,631+167.6% |
| Participant deferral / active EE | $7,025 | $6,636+5.9% | $7,997-12.2% | $4,212+66.8% |
| Admin fee / account holder | $50,955 | $8,568+494.7% | $13,435+279.3% | $7,344+593.9% |