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 | $246,634 | $58,694+320.2% | $142,863+72.6% | $85,850+187.3% |
| Participation rate | 85.0% | 58.5%+26.5pp | 71.9%+13.1pp | 69.3%+15.7pp |
| Annual return | 12.37% | 27.72%-15.3pp | 5637.54%-5625.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $3,083 | $1,423+116.7% | $4,144-25.6% | $2,565+20.2% |
| Participant deferral / active EE | $9,283 | $2,607+256.0% | $3,837+141.9% | $3,952+134.9% |
| Admin fee / account holder | $22,896 | $4,239+440.1% | $6,560+249.0% | $6,260+265.8% |