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 | $195,632 | $98,750+98.1% | $149,696+30.7% | $79,858+145.0% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.6%+18.9pp |
| Annual return | 13.94% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $6,888 | $3,216+114.1% | $4,644+48.3% | $2,471+178.8% |
| Participant deferral / active EE | $12,214 | $5,680+115.0% | $6,842+78.5% | $3,740+226.6% |
| Admin fee / account holder | $24,300 | $6,053+301.5% | $9,309+161.0% | $5,306+357.9% |