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 | $219,063 | $89,753+144.1% | $107,525+103.7% | $84,808+158.3% |
| Participation rate | 81.7% | 68.1%+13.6pp | 75.1%+6.6pp | 68.3%+13.4pp |
| Annual return | 20.12% | 29.48%-9.4pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $5,195 | $3,113+66.9% | $3,754+38.4% | $2,631+97.5% |
| Participant deferral / active EE | $12,777 | $4,056+215.0% | $5,116+149.8% | $4,212+203.4% |
| Admin fee / account holder | $17,583 | $7,222+143.5% | $8,919+97.1% | $7,344+139.4% |