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 | $213,717 | $81,248+163.0% | $155,509+37.4% | $80,856+164.3% |
| Participation rate | 91.2% | 66.2%+25.0pp | 78.2%+13.0pp | 67.6%+23.6pp |
| Annual return | 15.70% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $7,765 | $3,100+150.5% | $4,672+66.2% | $2,755+181.9% |
| Participant deferral / active EE | $8,697 | $3,452+152.0% | $5,626+54.6% | $4,296+102.5% |
| Admin fee / account holder | $701 | $7,997-91.2% | $15,912-95.6% | $6,918-89.9% |