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 | $245,082 | $163,101+50.3% | $136,749+79.2% | $142,382+72.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.32% | 27.54%-13.2pp | 24.33%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $46,500 | $4,117+1029.6% | $3,400+1267.8% | $4,299+981.6% |
| Participant deferral / active EE | $31,000 | $5,585+455.1% | $4,692+560.7% | $6,507+376.4% |
| Admin fee / account holder | $10,178 | $14,318-28.9% | $11,386-10.6% | $12,624-19.4% |