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 | $249,419 | $78,705+216.9% | $117,854+111.6% | $70,131+255.6% |
| Participation rate | 89.7% | 73.2%+16.5pp | 79.7%+10.0pp | 69.5%+20.1pp |
| Annual return | 17.25% | 23.30%-6.1pp | 335.08%-317.8pp | 73.14%-55.9pp |
| Employer contribution / active EE | $18,647 | $2,223+738.7% | $3,786+392.5% | $2,342+696.0% |
| Participant deferral / active EE | $5,634 | $3,297+70.9% | $4,482+25.7% | $3,332+69.1% |
| Admin fee / account holder | $432 | $5,065-91.5% | $8,020-94.6% | $4,645-90.7% |