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 | $245,744 | $176,056+39.6% | $159,436+54.1% | $167,490+46.7% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 12.70% | 331.75%-319.0pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,712 | $5,297-48.8% | $4,829-43.8% | $4,837-43.9% |
| Participant deferral / active EE | $13,386 | $7,750+72.7% | $7,352+82.1% | $6,341+111.1% |
| Admin fee / account holder | $59,678 | $12,554+375.4% | $10,799+452.6% | $12,309+384.8% |