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 | $242,272 | $77,899+211.0% | $149,673+61.9% | $75,163+222.3% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 17.40% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $10,434 | $3,137+232.6% | $4,818+116.6% | $2,670+290.8% |
| Participant deferral / active EE | $6,370 | $3,411+86.7% | $5,680+12.1% | $4,125+54.4% |
| Admin fee / account holder | $3,507 | $5,956-41.1% | $13,210-73.5% | $5,651-37.9% |