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 | $228,421 | $125,758+81.6% | $169,993+34.4% | $75,163+203.9% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.0%+10.7pp | 67.2%+30.5pp |
| Annual return | 20.92% | 27.20%-6.3pp | 53.37%-32.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $5,124 | $4,615+11.0% | $6,785-24.5% | $2,670+91.9% |
| Participant deferral / active EE | $10,119 | $6,837+48.0% | $10,408-2.8% | $4,125+145.3% |
| Admin fee / account holder | $18,842 | $8,173+130.5% | $12,815+47.0% | $5,651+233.4% |