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 | $212,447 | $105,181+102.0% | $159,436+33.2% | $85,850+147.5% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 35.08% | 45.07%-10.0pp | 263.57%-228.5pp | 318.53%-283.4pp |
| Employer contribution / active EE | $7,498 | $3,318+126.0% | $4,829+55.3% | $2,565+192.3% |
| Participant deferral / active EE | $8,212 | $5,945+38.1% | $7,352+11.7% | $3,952+107.8% |
| Admin fee / account holder | $57,930 | $6,933+735.5% | $10,799+436.5% | $6,260+825.4% |