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 | $183,288 | $89,355+105.1% | $141,162+29.8% | $72,985+151.1% |
| Participation rate | 86.4% | 75.1%+11.3pp | 82.5%+4.0pp | 69.5%+17.0pp |
| Annual return | 25.76% | 111.85%-86.1pp | 71.39%-45.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $10,923 | $3,114+250.7% | $4,735+130.7% | $2,440+347.7% |
| Participant deferral / active EE | $9,471 | $5,418+74.8% | $6,709+41.2% | $3,607+162.6% |
| Admin fee / account holder | $13,589 | $5,958+128.1% | $10,261+32.4% | $5,124+165.2% |