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 | $213,684 | $85,202+150.8% | $172,739+23.7% | $72,985+192.8% |
| Participation rate | 94.6% | 70.1%+24.6pp | 82.6%+12.0pp | 69.5%+25.2pp |
| Annual return | 21.71% | 27.32%-5.6pp | 802.84%-781.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $7,273 | $3,324+118.8% | $5,143+41.4% | $2,440+198.1% |
| Participant deferral / active EE | $7,364 | $3,260+125.9% | $5,198+41.7% | $3,607+104.1% |
| Admin fee / account holder | $2,387 | $5,884-59.4% | $13,954-82.9% | $5,124-53.4% |