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 | $226,219 | $115,770+95.4% | $101,248+123.4% | $158,922+42.3% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 12.95% | 56.14%-43.2pp | 46.47%-33.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $6,264 | $4,175+50.0% | $3,660+71.2% | $4,761+31.6% |
| Participant deferral / active EE | $5,719 | $4,957+15.4% | $4,370+30.9% | $5,982-4.4% |
| Admin fee / account holder | $22,386 | $7,245+209.0% | $5,945+276.5% | $11,246+99.1% |