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 9-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 | $237,786 | $89,753+164.9% | $107,525+121.1% | $84,808+180.4% |
| Participation rate | 95.7% | 68.1%+27.6pp | 75.1%+20.6pp | 68.3%+27.3pp |
| Annual return | 17.25% | 29.48%-12.2pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $10,822 | $3,113+247.6% | $3,754+188.3% | $2,631+311.3% |
| Participant deferral / active EE | $11,987 | $4,056+195.5% | $5,116+134.3% | $4,212+184.6% |
| Admin fee / account holder | $5,728 | $7,222-20.7% | $8,919-35.8% | $7,344-22.0% |