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 | $205,192 | $93,571+119.3% | $135,903+51.0% | $75,163+173.0% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 17.50% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $7,089 | $3,537+100.4% | $4,856+46.0% | $2,670+165.5% |
| Participant deferral / active EE | $16,209 | $6,404+153.1% | $7,758+108.9% | $4,125+292.9% |
| Admin fee / account holder | $16,762 | $6,975+140.3% | $10,762+55.7% | $5,651+196.6% |