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 | $227,491 | $60,124+278.4% | $90,404+151.6% | $79,858+184.9% |
| Participation rate | 84.3% | 65.0%+19.3pp | 72.7%+11.6pp | 69.6%+14.7pp |
| Annual return | 19.54% | 71.94%-52.4pp | 1293.02%-1273.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $3,627 | $2,068+75.4% | $3,262+11.2% | $2,471+46.8% |
| Participant deferral / active EE | $6,706 | $2,938+128.2% | $3,963+69.2% | $3,740+79.3% |
| Admin fee / account holder | $7,863 | $3,976+97.7% | $5,611+40.1% | $5,306+48.2% |