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 | $207,944 | $81,208+156.1% | $98,907+110.2% | $79,858+160.4% |
| Participation rate | 97.1% | 72.5%+24.6pp | 76.0%+21.0pp | 69.6%+27.4pp |
| Annual return | 15.02% | 60.99%-46.0pp | 196.43%-181.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $8,028 | $1,960+309.6% | $2,689+198.5% | $2,471+224.9% |
| Participant deferral / active EE | $9,903 | $3,265+203.3% | $4,244+133.3% | $3,740+164.8% |
| Admin fee / account holder | $8,356 | $6,013+39.0% | $6,642+25.8% | $5,306+57.5% |