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 | $246,070 | $148,978+65.2% | $200,582+22.7% | $84,808+190.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.74% | 28.16%-10.4pp | 42.33%-24.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $11,993 | $4,815+149.1% | $6,419+86.8% | $2,631+355.8% |
| Participant deferral / active EE | $22,107 | $7,142+209.5% | $9,331+136.9% | $4,212+424.9% |
| Admin fee / account holder | $12,590 | $13,977-9.9% | $16,305-22.8% | $7,344+71.4% |