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 | $234,811 | $115,770+102.8% | $101,248+131.9% | $158,922+47.8% |
| Participation rate | 70.6% | 79.4%-8.8pp | 75.8%-5.2pp | 82.0%-11.4pp |
| Annual return | 10.08% | 56.14%-46.1pp | 46.47%-36.4pp | 302.83%-292.7pp |
| Employer contribution / active EE | $6,070 | $4,175+45.4% | $3,660+65.9% | $4,761+27.5% |
| Participant deferral / active EE | $9,135 | $4,957+84.3% | $4,370+109.0% | $5,982+52.7% |
| Admin fee / account holder | $1,613 | $7,245-77.7% | $5,945-72.9% | $11,246-85.7% |