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 | $230,909 | $81,248+184.2% | $155,509+48.5% | $80,856+185.6% |
| Participation rate | 96.8% | 66.2%+30.6pp | 78.2%+18.6pp | 67.6%+29.2pp |
| Annual return | 13.06% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $8,866 | $3,100+186.0% | $4,672+89.7% | $2,755+221.8% |
| Participant deferral / active EE | $6,124 | $3,452+77.4% | $5,626+8.8% | $4,296+42.6% |
| Admin fee / account holder | $10,657 | $7,997+33.3% | $15,912-33.0% | $6,918+54.0% |