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 | $236,458 | $77,899+203.5% | $149,673+58.0% | $75,163+214.6% |
| Participation rate | 94.2% | 65.6%+28.6pp | 78.8%+15.4pp | 67.2%+27.0pp |
| Annual return | 16.83% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,119 | $3,137-32.5% | $4,818-56.0% | $2,670-20.6% |
| Participant deferral / active EE | $6,050 | $3,411+77.4% | $5,680+6.5% | $4,125+46.7% |
| Admin fee / account holder | $9,984 | $5,956+67.6% | $13,210-24.4% | $5,651+76.7% |