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 | $190,093 | $101,724+86.9% | $164,813+15.3% | $80,856+135.1% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.6%+23.3pp |
| Annual return | 13.01% | 16.72%-3.7pp | 69.93%-56.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $6,075 | $2,953+105.7% | $4,341+40.0% | $2,755+120.5% |
| Participant deferral / active EE | $10,216 | $4,477+128.2% | $6,031+69.4% | $4,296+137.8% |
| Admin fee / account holder | $11,313 | $8,227+37.5% | $12,690-10.9% | $6,918+63.5% |