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 | $244,019 | $89,355+173.1% | $141,162+72.9% | $72,985+234.3% |
| Participation rate | 98.5% | 75.1%+23.3pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 22.97% | 111.85%-88.9pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,304 | $3,114-26.0% | $4,735-51.3% | $2,440-5.6% |
| Participant deferral / active EE | $10,454 | $5,418+92.9% | $6,709+55.8% | $3,607+189.8% |
| Admin fee / account holder | $3,999 | $5,958-32.9% | $10,261-61.0% | $5,124-22.0% |