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 | $223,257 | $102,317+118.2% | $146,958+51.9% | $80,856+176.1% |
| Participation rate | 93.7% | 75.8%+17.8pp | 82.2%+11.5pp | 67.6%+26.0pp |
| Annual return | 13.66% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $9,545 | $3,713+157.1% | $4,933+93.5% | $2,755+246.5% |
| Participant deferral / active EE | $30,701 | $6,644+362.1% | $8,070+280.4% | $4,296+614.7% |
| Admin fee / account holder | $16,800 | $7,941+111.5% | $12,998+29.2% | $6,918+142.8% |