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 | $202,986 | $84,233+141.0% | $170,442+19.1% | $70,131+189.4% |
| Participation rate | 96.4% | 70.8%+25.6pp | 83.6%+12.8pp | 69.5%+26.9pp |
| Annual return | 20.34% | 23.06%-2.7pp | 205.93%-185.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $21,598 | $3,387+537.7% | $5,433+297.6% | $2,342+822.0% |
| Participant deferral / active EE | $13,280 | $3,086+330.4% | $4,939+168.9% | $3,332+298.6% |
| Admin fee / account holder | $4,325 | $5,698-24.1% | $13,880-68.8% | $4,645-6.9% |