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 | $216,210 | $157,256+37.5% | $141,162+53.2% | $152,861+41.4% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 24.13% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $6,484 | $5,261+23.2% | $4,735+36.9% | $4,762+36.1% |
| Participant deferral / active EE | $13,022 | $7,109+83.2% | $6,709+94.1% | $5,850+122.6% |
| Admin fee / account holder | $31,443 | $12,120+159.4% | $10,261+206.4% | $11,596+171.1% |