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 | $219,382 | $85,202+157.5% | $172,739+27.0% | $72,985+200.6% |
| Participation rate | 85.2% | 70.1%+15.1pp | 82.6%+2.5pp | 69.5%+15.7pp |
| Annual return | 21.17% | 27.32%-6.1pp | 802.84%-781.7pp | 81.00%-59.8pp |
| Employer contribution / active EE | $8,868 | $3,324+166.8% | $5,143+72.4% | $2,440+263.5% |
| Participant deferral / active EE | $6,032 | $3,260+85.0% | $5,198+16.1% | $3,607+67.2% |
| Admin fee / account holder | $310 | $5,884-94.7% | $13,954-97.8% | $5,124-94.0% |