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 | $244,416 | $86,286+183.3% | $111,297+119.6% | $85,850+184.7% |
| Participation rate | 97.3% | 73.3%+24.0pp | 77.3%+20.0pp | 69.3%+28.0pp |
| Annual return | 13.98% | 19.99%-6.0pp | 54.65%-40.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $4,905 | $2,043+140.1% | $2,731+79.6% | $2,565+91.2% |
| Participant deferral / active EE | $8,179 | $3,641+124.7% | $4,487+82.3% | $3,952+107.0% |
| Admin fee / account holder | $4,547 | $8,188-44.5% | $7,964-42.9% | $6,260-27.4% |