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 | $245,592 | $117,983+108.2% | $101,794+141.3% | $142,382+72.5% |
| Participation rate | 95.8% | 74.2%+21.6pp | 69.2%+26.6pp | 80.1%+15.7pp |
| Annual return | 13.31% | 36.92%-23.6pp | 30.53%-17.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,160 | $2,773-22.1% | $2,289-5.6% | $4,299-49.8% |
| Participant deferral / active EE | $6,404 | $4,714+35.9% | $4,084+56.8% | $6,507-1.6% |
| Admin fee / account holder | $41,098 | $10,433+293.9% | $8,777+368.2% | $12,624+225.6% |