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 | $191,628 | $77,634+146.8% | $156,549+22.4% | $62,891+204.7% |
| Participation rate | 81.4% | 71.2%+10.2pp | 84.0%-2.6pp | 69.3%+12.1pp |
| Annual return | 7.45% | 50.32%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $7,967 | $3,444+131.4% | $5,501+44.8% | $2,281+249.3% |
| Participant deferral / active EE | $5,924 | $3,045+94.5% | $4,871+21.6% | $3,203+85.0% |
| Admin fee / account holder | $10,143 | $5,561+82.4% | $13,027-22.1% | $4,296+136.1% |