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 | $249,354 | $91,538+172.4% | $129,995+91.8% | $75,163+231.7% |
| Participation rate | 89.7% | 71.4%+18.3pp | 78.5%+11.3pp | 67.2%+22.6pp |
| Annual return | 15.94% | -631.11%+647.1pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $6,617 | $2,845+132.6% | $4,320+53.2% | $2,670+147.9% |
| Participant deferral / active EE | $15,171 | $4,341+249.5% | $5,820+160.7% | $4,125+267.8% |
| Admin fee / account holder | $80,551 | $6,790+1086.3% | $10,614+658.9% | $5,651+1325.4% |