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 | $246,221 | $78,422+214.0% | $95,952+156.6% | $79,858+208.3% |
| Participation rate | 84.1% | 73.5%+10.6pp | 77.1%+7.1pp | 69.6%+14.5pp |
| Annual return | 24.35% | 19.37%+5.0pp | 91.61%-67.3pp | 31.71%-7.4pp |
| Employer contribution / active EE | $1,776 | $1,945-8.7% | $2,541-30.1% | $2,471-28.1% |
| Participant deferral / active EE | $7,917 | $3,440+130.1% | $4,167+90.0% | $3,740+111.7% |
| Admin fee / account holder | $22,074 | $5,622+292.6% | $6,795+224.8% | $5,306+316.0% |