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 | $212,042 | $105,181+101.6% | $159,436+33.0% | $85,850+147.0% |
| Participation rate | 89.9% | 75.8%+14.1pp | 82.8%+7.1pp | 69.3%+20.6pp |
| Annual return | 14.24% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $10,107 | $3,318+204.6% | $4,829+109.3% | $2,565+294.0% |
| Participant deferral / active EE | $12,014 | $5,945+102.1% | $7,352+63.4% | $3,952+204.0% |
| Admin fee / account holder | $5,681 | $6,933-18.1% | $10,799-47.4% | $6,260-9.3% |