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 | $233,176 | $89,355+161.0% | $141,162+65.2% | $72,985+219.5% |
| Participation rate | 81.6% | 75.1%+6.5pp | 82.5%-0.9pp | 69.5%+12.1pp |
| Annual return | 21.46% | 111.85%-90.4pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $10,267 | $3,114+229.7% | $4,735+116.8% | $2,440+320.8% |
| Participant deferral / active EE | $8,867 | $5,418+63.7% | $6,709+32.2% | $3,607+145.8% |
| Admin fee / account holder | $8,343 | $5,958+40.0% | $10,261-18.7% | $5,124+62.8% |