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 | $225,893 | $49,173+359.4% | $121,098+86.5% | $75,163+200.5% |
| Participation rate | 86.8% | 55.4%+31.5pp | 69.5%+17.4pp | 67.2%+19.7pp |
| Annual return | 15.88% | 55.99%-40.1pp | 985.75%-969.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,555 | $1,546+130.0% | $4,164-14.6% | $2,670+33.2% |
| Participant deferral / active EE | $10,234 | $2,628+289.5% | $4,080+150.9% | $4,125+148.1% |
| Admin fee / account holder | $11,904 | $3,942+202.0% | $5,644+110.9% | $5,651+110.7% |