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 | $246,249 | $202,432+21.6% | $169,368+45.4% | $139,434+76.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.17% | 531.74%-513.6pp | 405.60%-387.4pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,599 | $4,692-23.3% | $4,013-10.3% | $4,751-24.2% |
| Participant deferral / active EE | $18,266 | $6,938+163.3% | $6,221+193.6% | $6,710+172.2% |
| Admin fee / account holder | $2,562 | $10,708-76.1% | $9,003-71.5% | $11,403-77.5% |