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 9-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 | $235,837 | $53,822+338.2% | $75,696+211.6% | $85,850+174.7% |
| Participation rate | 98.1% | 69.1%+29.0pp | 74.8%+23.2pp | 69.3%+28.8pp |
| Annual return | 31.76% | 24.54%+7.2pp | 104.53%-72.8pp | 318.53%-286.8pp |
| Employer contribution / active EE | $17,065 | $2,017+746.2% | $2,743+522.2% | $2,565+565.3% |
| Participant deferral / active EE | $6,248 | $2,895+115.8% | $3,821+63.5% | $3,952+58.1% |
| Admin fee / account holder | $13,451 | $3,343+302.4% | $3,619+271.7% | $6,260+114.9% |