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 | $222,128 | $79,944+177.9% | $98,439+125.6% | $75,163+195.5% |
| Participation rate | 89.7% | 70.4%+19.3pp | 75.2%+14.5pp | 67.2%+22.5pp |
| Annual return | 14.85% | 19.75%-4.9pp | 21.16%-6.3pp | 160.62%-145.8pp |
| Employer contribution / active EE | $6,237 | $2,264+175.5% | $3,048+104.6% | $2,670+133.6% |
| Participant deferral / active EE | $4,161 | $3,752+10.9% | $4,738-12.2% | $4,125+0.9% |
| Admin fee / account holder | $10,872 | $6,840+59.0% | $8,948+21.5% | $5,651+92.4% |