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 | $230,848 | $109,881+110.1% | $150,045+53.9% | $84,808+172.2% |
| Participation rate | 95.2% | 76.1%+19.2pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 16.15% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $6,020 | $3,561+69.0% | $4,693+28.3% | $2,631+128.8% |
| Participant deferral / active EE | $13,943 | $6,636+110.1% | $7,997+74.3% | $4,212+231.1% |
| Admin fee / account holder | $22,473 | $8,568+162.3% | $13,435+67.3% | $7,344+206.0% |