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 | $226,327 | $74,888+202.2% | $71,209+217.8% | $142,382+59.0% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 16.91% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,751 | $2,854+101.5% | $2,721+111.4% | $4,299+33.8% |
| Participant deferral / active EE | $7,314 | $4,454+64.2% | $4,175+75.2% | $6,507+12.4% |
| Admin fee / account holder | $2,607 | $5,568-53.2% | $5,349-51.3% | $12,624-79.3% |