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 | $247,322 | $53,127+365.5% | $86,590+185.6% | $70,131+252.7% |
| Participation rate | 88.3% | 65.3%+23.0pp | 73.5%+14.8pp | 69.5%+18.8pp |
| Annual return | 13.09% | 27.66%-14.6pp | 964.84%-951.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $6,701 | $2,068+224.0% | $2,839+136.0% | $2,342+186.1% |
| Participant deferral / active EE | $4,303 | $2,696+59.6% | $3,609+19.2% | $3,332+29.2% |
| Admin fee / account holder | $9,955 | $3,585+177.7% | $4,906+102.9% | $4,645+114.3% |