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 | $236,647 | $86,286+174.3% | $111,297+112.6% | $85,850+175.7% |
| Participation rate | 93.3% | 73.3%+20.0pp | 77.3%+16.0pp | 69.3%+24.0pp |
| Annual return | 27.72% | 19.99%+7.7pp | 54.65%-26.9pp | 318.53%-290.8pp |
| Employer contribution / active EE | $615 | $2,043-69.9% | $2,731-77.5% | $2,565-76.0% |
| Participant deferral / active EE | $4,976 | $3,641+36.7% | $4,487+10.9% | $3,952+25.9% |
| Admin fee / account holder | $16,901 | $8,188+106.4% | $7,964+112.2% | $6,260+170.0% |