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 | $232,837 | $93,571+148.8% | $135,903+71.3% | $75,163+209.8% |
| Participation rate | 93.0% | 75.2%+17.8pp | 81.9%+11.1pp | 67.2%+25.8pp |
| Annual return | 17.31% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $14,135 | $3,537+299.7% | $4,856+191.1% | $2,670+429.5% |
| Participant deferral / active EE | $11,085 | $6,404+73.1% | $7,758+42.9% | $4,125+168.7% |
| Admin fee / account holder | $20,958 | $6,975+200.5% | $10,762+94.7% | $5,651+270.9% |