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 | $247,617 | $89,753+175.9% | $107,525+130.3% | $84,808+192.0% |
| Participation rate | 71.0% | 68.1%+2.9pp | 75.1%-4.1pp | 68.3%+2.7pp |
| Annual return | 13.32% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,840 | $3,113-8.8% | $3,754-24.3% | $2,631+8.0% |
| Participant deferral / active EE | $7,645 | $4,056+88.5% | $5,116+49.5% | $4,212+81.5% |
| Admin fee / account holder | $46,965 | $7,222+550.3% | $8,919+426.6% | $7,344+539.5% |