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 | $225,584 | $165,984+35.9% | $164,813+36.9% | $145,922+54.6% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 10.99% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,821 | $5,273-27.5% | $4,341-12.0% | $4,660-18.0% |
| Participant deferral / active EE | $10,517 | $6,959+51.1% | $6,031+74.4% | $6,688+57.3% |
| Admin fee / account holder | $100,784 | $16,648+505.4% | $12,690+694.2% | $13,397+652.3% |