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 | $246,964 | $70,669+249.5% | $169,368+45.8% | $75,163+228.6% |
| Participation rate | 89.6% | 64.8%+24.8pp | 77.1%+12.5pp | 67.2%+22.4pp |
| Annual return | 16.55% | 36.36%-19.8pp | 405.60%-389.0pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,812 | $2,211+27.2% | $4,013-29.9% | $2,670+5.3% |
| Participant deferral / active EE | $11,282 | $4,311+161.7% | $6,221+81.3% | $4,125+173.5% |
| Admin fee / account holder | $21,490 | $5,402+297.8% | $9,003+138.7% | $5,651+280.3% |