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 | $197,691 | $89,355+121.2% | $141,162+40.0% | $72,985+170.9% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 21.99% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $7,599 | $3,114+144.0% | $4,735+60.5% | $2,440+211.5% |
| Participant deferral / active EE | $9,512 | $5,418+75.6% | $6,709+41.8% | $3,607+163.7% |
| Admin fee / account holder | $22,372 | $5,958+275.5% | $10,261+118.0% | $5,124+336.6% |