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 | $201,183 | $98,750+103.7% | $149,696+34.4% | $79,858+151.9% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.5pp |
| Annual return | 17.21% | 27.43%-10.2pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $8,954 | $3,216+178.4% | $4,644+92.8% | $2,471+262.4% |
| Participant deferral / active EE | $6,132 | $5,680+8.0% | $6,842-10.4% | $3,740+64.0% |
| Admin fee / account holder | $3,212 | $6,053-46.9% | $9,309-65.5% | $5,306-39.5% |