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 | $211,569 | $91,552+131.1% | $133,956+57.9% | $79,858+164.9% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+9.9pp | 69.6%+20.1pp |
| Annual return | 14.95% | 61.85%-46.9pp | 45.09%-30.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $10,789 | $2,384+352.7% | $3,919+175.3% | $2,471+336.7% |
| Participant deferral / active EE | $4,769 | $3,733+27.7% | $5,048-5.5% | $3,740+27.5% |
| Admin fee / account holder | $7,039 | $6,321+11.4% | $8,927-21.2% | $5,306+32.6% |