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 | $246,722 | $102,317+141.1% | $146,958+67.9% | $80,856+205.1% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 17.19% | 134.76%-117.6pp | 418.34%-401.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,468 | $3,713-60.5% | $4,933-70.2% | $2,755-46.7% |
| Participant deferral / active EE | $11,042 | $6,644+66.2% | $8,070+36.8% | $4,296+157.0% |
| Admin fee / account holder | $12,759 | $7,941+60.7% | $12,998-1.8% | $6,918+84.4% |