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 | $234,304 | $77,145+203.7% | $108,410+116.1% | $85,850+172.9% |
| Participation rate | 89.3% | 74.7%+14.6pp | 80.1%+9.2pp | 69.3%+20.0pp |
| Annual return | 15.33% | 44.54%-29.2pp | 905.27%-889.9pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,502 | $2,379+5.1% | $3,558-29.7% | $2,565-2.5% |
| Participant deferral / active EE | $9,766 | $5,566+75.4% | $6,563+48.8% | $3,952+147.1% |
| Admin fee / account holder | $18,194 | $5,172+251.8% | $7,295+149.4% | $6,260+190.7% |