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 | $237,764 | $105,998+124.3% | $92,233+157.8% | $147,584+61.1% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 18.26% | 50.05%-31.8pp | 176.28%-158.0pp | 578.55%-560.3pp |
| Employer contribution / active EE | $5,779 | $4,333+33.4% | $3,679+57.1% | $4,876+18.5% |
| Participant deferral / active EE | $13,347 | $4,478+198.1% | $3,897+242.5% | $5,439+145.4% |
| Admin fee / account holder | $9,950 | $6,332+57.1% | $5,194+91.6% | $10,885-8.6% |