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 6-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 | $226,741 | $115,770+95.9% | $101,248+123.9% | $158,922+42.7% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 22.07% | 56.14%-34.1pp | 46.47%-24.4pp | 302.83%-280.8pp |
| Employer contribution / active EE | $2,977 | $4,175-28.7% | $3,660-18.7% | $4,761-37.5% |
| Participant deferral / active EE | $7,886 | $4,957+59.1% | $4,370+80.5% | $5,982+31.8% |
| Admin fee / account holder | $13,547 | $7,245+87.0% | $5,945+127.8% | $11,246+20.5% |