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 | $229,239 | $105,998+116.3% | $92,233+148.5% | $147,584+55.3% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 22.53% | 50.05%-27.5pp | 176.28%-153.7pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,547 | $4,333-41.2% | $3,679-30.8% | $4,876-47.8% |
| Participant deferral / active EE | $5,558 | $4,478+24.1% | $3,897+42.6% | $5,439+2.2% |
| Admin fee / account holder | $42,201 | $6,332+566.4% | $5,194+712.6% | $10,885+287.7% |