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 | $220,079 | $165,984+32.6% | $164,813+33.5% | $145,922+50.8% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.2pp |
| Annual return | 17.96% | 100.03%-82.1pp | 69.93%-52.0pp | 561.29%-543.3pp |
| Employer contribution / active EE | $8,118 | $5,273+54.0% | $4,341+87.0% | $4,660+74.2% |
| Participant deferral / active EE | $2,081 | $6,959-70.1% | $6,031-65.5% | $6,688-68.9% |
| Admin fee / account holder | $37,269 | $16,648+123.9% | $12,690+193.7% | $13,397+178.2% |