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 | $241,165 | $109,881+119.5% | $150,045+60.7% | $84,808+184.4% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.3pp | 68.3%+29.3pp |
| Annual return | 16.10% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,255 | $3,561+19.5% | $4,693-9.3% | $2,631+61.7% |
| Participant deferral / active EE | $15,493 | $6,636+133.5% | $7,997+93.7% | $4,212+267.9% |
| Admin fee / account holder | $23,376 | $8,568+172.8% | $13,435+74.0% | $7,344+218.3% |