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 | $222,149 | $105,181+111.2% | $159,436+39.3% | $85,850+158.8% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 18.54% | 45.07%-26.5pp | 263.57%-245.0pp | 318.53%-300.0pp |
| Employer contribution / active EE | $4,906 | $3,318+47.9% | $4,829+1.6% | $2,565+91.3% |
| Participant deferral / active EE | $11,135 | $5,945+87.3% | $7,352+51.5% | $3,952+181.8% |
| Admin fee / account holder | $14,074 | $6,933+103.0% | $10,799+30.3% | $6,260+124.8% |