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 | $217,115 | $95,416+127.5% | $185,823+16.8% | $85,850+152.9% |
| Participation rate | 92.3% | 68.8%+23.5pp | 81.7%+10.6pp | 69.3%+23.0pp |
| Annual return | 11.55% | 23.59%-12.0pp | 122.05%-110.5pp | 318.53%-307.0pp |
| Employer contribution / active EE | $5,540 | $3,314+67.2% | $5,167+7.2% | $2,565+116.0% |
| Participant deferral / active EE | $5,295 | $3,423+54.7% | $5,568-4.9% | $3,952+34.0% |
| Admin fee / account holder | $12,527 | $7,213+73.7% | $16,237-22.8% | $6,260+100.1% |