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 | $238,471 | $114,381+108.5% | $107,525+121.8% | $142,382+67.5% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 15.55% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,075 | $4,015-73.2% | $3,754-71.4% | $4,299-75.0% |
| Participant deferral / active EE | $5,857 | $5,564+5.3% | $5,116+14.5% | $6,507-10.0% |
| Admin fee / account holder | $59,151 | $9,860+499.9% | $8,919+563.2% | $12,624+368.6% |