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 | $217,116 | $98,750+119.9% | $149,696+45.0% | $79,858+171.9% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.8pp |
| Annual return | 13.62% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $6,747 | $3,216+109.8% | $4,644+45.3% | $2,471+173.1% |
| Participant deferral / active EE | $8,696 | $5,680+53.1% | $6,842+27.1% | $3,740+132.5% |
| Admin fee / account holder | $42,883 | $6,053+608.5% | $9,309+360.7% | $5,306+708.2% |