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 | $237,654 | $69,977+239.6% | $108,579+118.9% | $62,891+277.9% |
| Participation rate | 86.7% | 72.9%+13.8pp | 79.6%+7.1pp | 69.3%+17.4pp |
| Annual return | 6.84% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,930 | $2,135+84.1% | $3,758+4.6% | $2,281+72.3% |
| Participant deferral / active EE | $10,271 | $3,165+224.5% | $4,311+138.3% | $3,203+220.7% |
| Admin fee / account holder | $24,096 | $5,076+374.7% | $7,645+215.2% | $4,296+460.9% |