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 | $249,811 | $115,770+115.8% | $101,248+146.7% | $158,922+57.2% |
| Participation rate | 95.2% | 79.4%+15.9pp | 75.8%+19.4pp | 82.0%+13.3pp |
| Annual return | 16.90% | 56.14%-39.2pp | 46.47%-29.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $5,492 | $4,175+31.5% | $3,660+50.1% | $4,761+15.3% |
| Participant deferral / active EE | $6,414 | $4,957+29.4% | $4,370+46.8% | $5,982+7.2% |
| Admin fee / account holder | $14,289 | $7,245+97.2% | $5,945+140.3% | $11,246+27.1% |