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 | $186,380 | $109,881+69.6% | $150,045+24.2% | $84,808+119.8% |
| Participation rate | 85.0% | 76.1%+8.9pp | 82.3%+2.7pp | 68.3%+16.7pp |
| Annual return | 16.79% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,108 | $3,561-40.8% | $4,693-55.1% | $2,631-19.9% |
| Participant deferral / active EE | $9,380 | $6,636+41.3% | $7,997+17.3% | $4,212+122.7% |
| Admin fee / account holder | $984 | $8,568-88.5% | $13,435-92.7% | $7,344-86.6% |