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 | $214,602 | $89,355+140.2% | $141,162+52.0% | $72,985+194.0% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 23.08% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $5,099 | $3,114+63.7% | $4,735+7.7% | $2,440+109.0% |
| Participant deferral / active EE | $8,921 | $5,418+64.7% | $6,709+33.0% | $3,607+147.3% |
| Admin fee / account holder | $9,045 | $5,958+51.8% | $10,261-11.9% | $5,124+76.5% |