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 | $241,545 | $76,000+217.8% | $154,107+56.7% | $64,186+276.3% |
| Participation rate | 98.0% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.4pp |
| Annual return | -6.95% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $14,087 | $3,351+320.4% | $5,298+165.9% | $2,381+491.7% |
| Participant deferral / active EE | $10,881 | $3,175+242.7% | $5,081+114.2% | $3,470+213.6% |
| Admin fee / account holder | $27,823 | $5,596+397.2% | $13,411+107.5% | $4,888+469.2% |