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 | $206,958 | $105,181+96.8% | $159,436+29.8% | $85,850+141.1% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.8%+12.8pp | 69.3%+26.3pp |
| Annual return | 17.39% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $8,116 | $3,318+144.6% | $4,829+68.1% | $2,565+216.4% |
| Participant deferral / active EE | $12,948 | $5,945+117.8% | $7,352+76.1% | $3,952+227.7% |
| Admin fee / account holder | $3,688 | $6,933-46.8% | $10,799-65.8% | $6,260-41.1% |