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 | $205,993 | $89,753+129.5% | $107,525+91.6% | $84,808+142.9% |
| Participation rate | 94.3% | 68.1%+26.2pp | 75.1%+19.2pp | 68.3%+26.0pp |
| Annual return | 13.07% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $5,189 | $3,113+66.7% | $3,754+38.3% | $2,631+97.2% |
| Participant deferral / active EE | $7,338 | $4,056+80.9% | $5,116+43.4% | $4,212+74.2% |
| Admin fee / account holder | $15,325 | $7,222+112.2% | $8,919+71.8% | $7,344+108.7% |