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 | $197,342 | $49,922+295.3% | $80,569+144.9% | $75,163+162.6% |
| Participation rate | 87.0% | 55.3%+31.7pp | 67.0%+20.0pp | 67.2%+19.8pp |
| Annual return | 22.69% | 34.69%-12.0pp | 935.43%-912.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $1,546 | $1,698-9.0% | $2,723-43.2% | $2,670-42.1% |
| Participant deferral / active EE | $11,524 | $2,990+285.4% | $4,447+159.1% | $4,125+179.4% |
| Admin fee / account holder | $5,577 | $3,577+55.9% | $5,377+3.7% | $5,651-1.3% |