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 | $226,502 | $86,286+162.5% | $111,297+103.5% | $85,850+163.8% |
| Participation rate | 82.0% | 73.3%+8.6pp | 77.3%+4.7pp | 69.3%+12.7pp |
| Annual return | 13.40% | 19.99%-6.6pp | 54.65%-41.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,160 | $2,043+54.7% | $2,731+15.7% | $2,565+23.2% |
| Participant deferral / active EE | $5,706 | $3,641+56.7% | $4,487+27.2% | $3,952+44.4% |
| Admin fee / account holder | $34,491 | $8,188+321.2% | $7,964+333.1% | $6,260+451.0% |