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 | $199,843 | $89,355+123.7% | $141,162+41.6% | $72,985+173.8% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 23.05% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-58.0pp |
| Employer contribution / active EE | $5,307 | $3,114+70.4% | $4,735+12.1% | $2,440+117.5% |
| Participant deferral / active EE | $11,456 | $5,418+111.5% | $6,709+70.8% | $3,607+217.6% |
| Admin fee / account holder | $6,358 | $5,958+6.7% | $10,261-38.0% | $5,124+24.1% |