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 6-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 | $246,325 | $159,602+54.3% | $150,045+64.2% | $142,382+73.0% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 25.80% | 70.24%-44.4pp | 62.55%-36.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $2,117 | $4,961-57.3% | $4,693-54.9% | $4,299-50.7% |
| Participant deferral / active EE | $7,256 | $8,310-12.7% | $7,997-9.3% | $6,507+11.5% |
| Admin fee / account holder | $29,808 | $14,846+100.8% | $13,435+121.9% | $12,624+136.1% |