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 | $199,271 | $77,503+157.1% | $100,391+98.5% | $80,856+146.5% |
| Participation rate | 75.0% | 76.9%-1.9pp | 81.5%-6.5pp | 67.6%+7.4pp |
| Annual return | 15.11% | 37.20%-22.1pp | 49.20%-34.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,819 | $2,801+72.0% | $3,942+22.2% | $2,755+74.9% |
| Participant deferral / active EE | $7,333 | $6,820+7.5% | $8,082-9.3% | $4,296+70.7% |
| Admin fee / account holder | $13,978 | $5,897+137.0% | $7,899+77.0% | $6,918+102.1% |