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 | $243,533 | $102,317+138.0% | $146,958+65.7% | $80,856+201.2% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.2%+0.9pp | 67.6%+15.4pp |
| Annual return | 15.80% | 134.76%-119.0pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $4,185 | $3,713+12.7% | $4,933-15.2% | $2,755+51.9% |
| Participant deferral / active EE | $10,122 | $6,644+52.4% | $8,070+25.4% | $4,296+135.6% |
| Admin fee / account holder | $17,416 | $7,941+119.3% | $12,998+34.0% | $6,918+151.7% |