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 | $202,103 | $72,277+179.6% | $101,248+99.6% | $79,858+153.1% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 10.65% | 22.30%-11.6pp | 46.47%-35.8pp | 31.71%-21.1pp |
| Employer contribution / active EE | $6,099 | $2,692+126.6% | $3,660+66.7% | $2,471+146.9% |
| Participant deferral / active EE | $7,825 | $3,282+138.5% | $4,370+79.1% | $3,740+109.2% |
| Admin fee / account holder | $5,202 | $4,400+18.2% | $5,945-12.5% | $5,306-2.0% |