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 | $219,421 | $109,881+99.7% | $150,045+46.2% | $84,808+158.7% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 19.69% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $5,296 | $3,561+48.7% | $4,693+12.9% | $2,631+101.3% |
| Participant deferral / active EE | $11,702 | $6,636+76.3% | $7,997+46.3% | $4,212+177.9% |
| Admin fee / account holder | $862 | $8,568-89.9% | $13,435-93.6% | $7,344-88.3% |