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 | $232,719 | $98,750+135.7% | $149,696+55.5% | $79,858+191.4% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 16.24% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $8,501 | $3,216+164.3% | $4,644+83.1% | $2,471+244.1% |
| Participant deferral / active EE | $5,105 | $5,680-10.1% | $6,842-25.4% | $3,740+36.5% |
| Admin fee / account holder | $3,072 | $6,053-49.2% | $9,309-67.0% | $5,306-42.1% |