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 | $247,008 | $70,669+249.5% | $169,368+45.8% | $75,163+228.6% |
| Participation rate | 96.9% | 64.8%+32.1pp | 77.1%+19.8pp | 67.2%+29.7pp |
| Annual return | 15.60% | 36.36%-20.8pp | 405.60%-390.0pp | 160.62%-145.0pp |
| Employer contribution / active EE | $5,546 | $2,211+150.9% | $4,013+38.2% | $2,670+107.7% |
| Participant deferral / active EE | $12,576 | $4,311+191.8% | $6,221+102.1% | $4,125+204.9% |
| Admin fee / account holder | $46,730 | $5,402+765.0% | $9,003+419.0% | $5,651+726.9% |