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 | $238,282 | $105,181+126.5% | $159,436+49.5% | $85,850+177.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 15.25% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $10,317 | $3,318+210.9% | $4,829+113.6% | $2,565+302.2% |
| Participant deferral / active EE | $11,760 | $5,945+97.8% | $7,352+60.0% | $3,952+197.6% |
| Admin fee / account holder | $36,951 | $6,933+432.9% | $10,799+242.2% | $6,260+490.3% |