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 | $215,783 | $105,181+105.2% | $159,436+35.3% | $85,850+151.4% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 14.22% | 45.07%-30.9pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $4,783 | $3,318+44.1% | $4,829-1.0% | $2,565+86.5% |
| Participant deferral / active EE | $12,787 | $5,945+115.1% | $7,352+73.9% | $3,952+223.6% |
| Admin fee / account holder | $23,284 | $6,933+235.8% | $10,799+115.6% | $6,260+271.9% |