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 | $200,898 | $89,753+123.8% | $107,525+86.8% | $84,808+136.9% |
| Participation rate | 96.7% | 68.1%+28.6pp | 75.1%+21.6pp | 68.3%+28.4pp |
| Annual return | 14.22% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $10,052 | $3,113+222.8% | $3,754+167.8% | $2,631+282.1% |
| Participant deferral / active EE | $9,005 | $4,056+122.0% | $5,116+76.0% | $4,212+113.8% |
| Admin fee / account holder | $2,640 | $7,222-63.4% | $8,919-70.4% | $7,344-64.1% |