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 | $249,788 | $105,181+137.5% | $159,436+56.7% | $85,850+191.0% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.8%-3.5pp | 69.3%+10.0pp |
| Annual return | 16.09% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $4,868 | $3,318+46.7% | $4,829+0.8% | $2,565+89.8% |
| Participant deferral / active EE | $10,415 | $5,945+75.2% | $7,352+41.7% | $3,952+163.5% |
| Admin fee / account holder | $5,133 | $6,933-26.0% | $10,799-52.5% | $6,260-18.0% |