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 | $201,981 | $77,899+159.3% | $149,673+34.9% | $75,163+168.7% |
| Participation rate | 86.0% | 65.6%+20.5pp | 78.8%+7.3pp | 67.2%+18.9pp |
| Annual return | 17.03% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $8,269 | $3,137+163.6% | $4,818+71.6% | $2,670+209.7% |
| Participant deferral / active EE | $4,590 | $3,411+34.6% | $5,680-19.2% | $4,125+11.3% |
| Admin fee / account holder | $28,693 | $5,956+381.7% | $13,210+117.2% | $5,651+407.8% |