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 | $249,969 | $104,475+139.3% | $159,436+56.8% | $79,386+214.9% |
| Participation rate | 94.7% | 76.6%+18.1pp | 82.8%+11.9pp | 70.7%+24.0pp |
| Annual return | 17.51% | 67.95%-50.4pp | 263.57%-246.1pp | 116.85%-99.3pp |
| Employer contribution / active EE | $6,301 | $3,417+84.4% | $4,829+30.5% | $2,427+159.6% |
| Participant deferral / active EE | $15,309 | $6,467+136.7% | $7,352+108.2% | $4,046+278.4% |
| Admin fee / account holder | $3,972 | $711+458.6% | $10,799-63.2% | $626+534.1% |