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 | $202,250 | $72,277+179.8% | $101,248+99.8% | $79,858+153.3% |
| Participation rate | 88.1% | 68.5%+19.6pp | 75.8%+12.3pp | 69.6%+18.5pp |
| Annual return | 17.87% | 22.30%-4.4pp | 46.47%-28.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $4,921 | $2,692+82.8% | $3,660+34.5% | $2,471+99.1% |
| Participant deferral / active EE | $10,669 | $3,282+225.1% | $4,370+144.1% | $3,740+185.3% |
| Admin fee / account holder | $9,181 | $4,400+108.6% | $5,945+54.4% | $5,306+73.0% |