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 | $246,930 | $89,753+175.1% | $107,525+129.6% | $84,808+191.2% |
| Participation rate | 97.1% | 68.1%+29.0pp | 75.1%+22.0pp | 68.3%+28.8pp |
| Annual return | 17.32% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $9,399 | $3,113+201.9% | $3,754+150.4% | $2,631+257.2% |
| Participant deferral / active EE | $2,211 | $4,056-45.5% | $5,116-56.8% | $4,212-47.5% |
| Admin fee / account holder | $28,228 | $7,222+290.9% | $8,919+216.5% | $7,344+284.4% |