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 | $239,865 | $85,766+179.7% | $136,294+76.0% | $70,131+242.0% |
| Participation rate | 75.5% | 74.2%+1.4pp | 81.9%-6.4pp | 69.5%+6.0pp |
| Annual return | 15.38% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,186 | $2,966-26.3% | $4,695-53.4% | $2,342-6.7% |
| Participant deferral / active EE | $4,713 | $5,051-6.7% | $6,247-24.6% | $3,332+41.5% |
| Admin fee / account holder | $33,117 | $5,420+511.0% | $9,243+258.3% | $4,645+612.9% |