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 | $178,025 | $89,355+99.2% | $141,162+26.1% | $72,985+143.9% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.5%+1.9pp | 69.5%+14.9pp |
| Annual return | 25.60% | 111.85%-86.2pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,041 | $3,114-66.6% | $4,735-78.0% | $2,440-57.3% |
| Participant deferral / active EE | $7,772 | $5,418+43.5% | $6,709+15.8% | $3,607+115.5% |
| Admin fee / account holder | $374 | $5,958-93.7% | $10,261-96.4% | $5,124-92.7% |