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 | $209,699 | $93,571+124.1% | $135,903+54.3% | $75,163+179.0% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 15.45% | 30.90%-15.5pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $8,511 | $3,537+140.6% | $4,856+75.3% | $2,670+218.8% |
| Participant deferral / active EE | $11,658 | $6,404+82.0% | $7,758+50.3% | $4,125+182.6% |
| Admin fee / account holder | $33,998 | $6,975+387.4% | $10,762+215.9% | $5,651+501.6% |