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 | $183,633 | $91,552+100.6% | $133,956+37.1% | $79,858+129.9% |
| Participation rate | 87.2% | 73.3%+13.9pp | 79.8%+7.4pp | 69.6%+17.6pp |
| Annual return | 15.04% | 61.85%-46.8pp | 45.09%-30.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,630 | $2,384-31.6% | $3,919-58.4% | $2,471-34.0% |
| Participant deferral / active EE | $7,363 | $3,733+97.2% | $5,048+45.9% | $3,740+96.9% |
| Admin fee / account holder | $13,135 | $6,321+107.8% | $8,927+47.1% | $5,306+147.5% |