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 | $240,396 | $106,515+125.7% | $96,683+148.6% | $139,434+72.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 17.48% | 38.43%-20.9pp | 35.69%-18.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,917 | $4,103-53.3% | $3,737-48.7% | $4,751-59.6% |
| Participant deferral / active EE | $9,929 | $5,454+82.1% | $4,878+103.5% | $6,710+48.0% |
| Admin fee / account holder | $1,268 | $7,877-83.9% | $6,730-81.2% | $11,403-88.9% |