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 | $229,115 | $89,753+155.3% | $107,525+113.1% | $84,808+170.2% |
| Participation rate | 97.7% | 68.1%+29.6pp | 75.1%+22.6pp | 68.3%+29.4pp |
| Annual return | 18.80% | 29.48%-10.7pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $14,259 | $3,113+358.0% | $3,754+279.9% | $2,631+442.0% |
| Participant deferral / active EE | $8,379 | $4,056+106.6% | $5,116+63.8% | $4,212+99.0% |
| Admin fee / account holder | $21,371 | $7,222+195.9% | $8,919+139.6% | $7,344+191.0% |