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 | $192,510 | $77,899+147.1% | $149,673+28.6% | $75,163+156.1% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 18.72% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $5,985 | $3,137+90.8% | $4,818+24.2% | $2,670+124.2% |
| Participant deferral / active EE | $4,157 | $3,411+21.9% | $5,680-26.8% | $4,125+0.8% |
| Admin fee / account holder | $6,043 | $5,956+1.5% | $13,210-54.3% | $5,651+6.9% |