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 | $241,378 | $101,724+137.3% | $164,813+46.5% | $80,856+198.5% |
| Participation rate | 95.0% | 71.8%+23.2pp | 78.6%+16.4pp | 67.6%+27.4pp |
| Annual return | 20.67% | 16.72%+4.0pp | 69.93%-49.3pp | 35.59%-14.9pp |
| Employer contribution / active EE | $2,771 | $2,953-6.2% | $4,341-36.2% | $2,755+0.6% |
| Participant deferral / active EE | $12,242 | $4,477+173.4% | $6,031+103.0% | $4,296+185.0% |
| Admin fee / account holder | $43,023 | $8,227+422.9% | $12,690+239.0% | $6,918+521.9% |