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 | $220,931 | $107,452+105.6% | $91,541+141.3% | $142,382+55.2% |
| Participation rate | 95.8% | 75.1%+20.8pp | 69.8%+26.1pp | 80.1%+15.7pp |
| Annual return | 16.41% | 22.06%-5.6pp | 20.50%-4.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $10,010 | $2,994+234.3% | $2,505+299.7% | $4,299+132.8% |
| Participant deferral / active EE | $9,172 | $4,754+92.9% | $4,008+128.9% | $6,507+41.0% |
| Admin fee / account holder | $49,117 | $8,834+456.0% | $6,956+606.1% | $12,624+289.1% |