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 | $235,929 | $87,733+168.9% | $106,548+121.4% | $85,850+174.8% |
| Participation rate | 88.9% | 71.9%+17.0pp | 76.1%+12.8pp | 69.3%+19.6pp |
| Annual return | 13.38% | 21.86%-8.5pp | 26.80%-13.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $6,281 | $2,073+203.0% | $2,819+122.8% | $2,565+144.9% |
| Participant deferral / active EE | $15,789 | $3,469+355.1% | $4,398+259.0% | $3,952+299.5% |
| Admin fee / account holder | $33,987 | $6,767+402.2% | $7,407+358.8% | $6,260+442.9% |