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 | $205,441 | $85,766+139.5% | $136,294+50.7% | $70,131+192.9% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 15.88% | 31.45%-15.6pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $7,305 | $2,966+146.3% | $4,695+55.6% | $2,342+211.9% |
| Participant deferral / active EE | $6,882 | $5,051+36.2% | $6,247+10.2% | $3,332+106.6% |
| Admin fee / account holder | $10,297 | $5,420+90.0% | $9,243+11.4% | $4,645+121.7% |