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 | $232,372 | $148,534+56.4% | $135,903+71.0% | $139,434+66.7% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 12.13% | 79.19%-67.1pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,326 | $5,243-55.6% | $4,856-52.1% | $4,751-51.0% |
| Participant deferral / active EE | $7,785 | $8,100-3.9% | $7,758+0.4% | $6,710+16.0% |
| Admin fee / account holder | $59,040 | $12,400+376.1% | $10,762+448.6% | $11,403+417.8% |