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 | $225,341 | $89,355+152.2% | $141,162+59.6% | $72,985+208.8% |
| Participation rate | 81.3% | 75.1%+6.1pp | 82.5%-1.2pp | 69.5%+11.8pp |
| Annual return | 27.26% | 111.85%-84.6pp | 71.39%-44.1pp | 81.00%-53.7pp |
| Employer contribution / active EE | $5,585 | $3,114+79.3% | $4,735+17.9% | $2,440+128.9% |
| Participant deferral / active EE | $11,706 | $5,418+116.1% | $6,709+74.5% | $3,607+224.5% |
| Admin fee / account holder | $10,869 | $5,958+82.4% | $10,261+5.9% | $5,124+112.1% |