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 | $223,247 | $115,770+92.8% | $101,248+120.5% | $158,922+40.5% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 18.68% | 56.14%-37.5pp | 46.47%-27.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,731 | $4,175-58.5% | $3,660-52.7% | $4,761-63.6% |
| Participant deferral / active EE | $9,918 | $4,957+100.1% | $4,370+126.9% | $5,982+65.8% |
| Admin fee / account holder | $31,000 | $7,245+327.9% | $5,945+421.4% | $11,246+175.7% |