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 6-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 | $191,936 | $105,181+82.5% | $159,436+20.4% | $85,850+123.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 15.99% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $5,521 | $3,318+66.4% | $4,829+14.3% | $2,565+115.2% |
| Participant deferral / active EE | $9,159 | $5,945+54.1% | $7,352+24.6% | $3,952+131.8% |
| Admin fee / account holder | $11,472 | $6,933+65.5% | $10,799+6.2% | $6,260+83.3% |