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 | $244,911 | $79,944+206.4% | $98,439+148.8% | $75,163+225.8% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.2%+4.8pp | 67.2%+12.8pp |
| Annual return | 15.60% | 19.75%-4.1pp | 21.16%-5.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $6,148 | $2,264+171.6% | $3,048+101.7% | $2,670+130.3% |
| Participant deferral / active EE | $16,407 | $3,752+337.3% | $4,738+246.3% | $4,125+297.7% |
| Admin fee / account holder | $18,581 | $6,840+171.7% | $8,948+107.7% | $5,651+228.8% |