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 | $236,658 | $114,381+106.9% | $107,525+120.1% | $142,382+66.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 16.07% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,586 | $4,015-35.6% | $3,754-31.1% | $4,299-39.8% |
| Participant deferral / active EE | $10,760 | $5,564+93.4% | $5,116+110.3% | $6,507+65.4% |
| Admin fee / account holder | $944 | $9,860-90.4% | $8,919-89.4% | $12,624-92.5% |