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 | $222,508 | $79,944+178.3% | $98,439+126.0% | $75,163+196.0% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.2%+20.8pp | 67.2%+28.8pp |
| Annual return | 20.95% | 19.75%+1.2pp | 21.16%-0.2pp | 160.62%-139.7pp |
| Employer contribution / active EE | $5,231 | $2,264+131.1% | $3,048+71.6% | $2,670+95.9% |
| Participant deferral / active EE | $11,662 | $3,752+210.8% | $4,738+146.1% | $4,125+182.7% |
| Admin fee / account holder | $3,906 | $6,840-42.9% | $8,948-56.3% | $5,651-30.9% |