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 | $233,996 | $105,181+122.5% | $159,436+46.8% | $85,850+172.6% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.8%+1.2pp | 69.3%+14.7pp |
| Annual return | 12.84% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $4,341 | $3,318+30.8% | $4,829-10.1% | $2,565+69.2% |
| Participant deferral / active EE | $12,571 | $5,945+111.5% | $7,352+71.0% | $3,952+218.1% |
| Admin fee / account holder | $35,554 | $6,933+412.8% | $10,799+229.2% | $6,260+468.0% |