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 | $245,412 | $105,181+133.3% | $159,436+53.9% | $85,850+185.9% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.8%+6.9pp | 69.3%+20.4pp |
| Annual return | 15.28% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,607 | $3,318-21.4% | $4,829-46.0% | $2,565+1.6% |
| Participant deferral / active EE | $7,077 | $5,945+19.1% | $7,352-3.7% | $3,952+79.1% |
| Admin fee / account holder | $763 | $6,933-89.0% | $10,799-92.9% | $6,260-87.8% |