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 | $241,158 | $159,602+51.1% | $150,045+60.7% | $142,382+69.4% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 15.25% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $12,794 | $4,961+157.9% | $4,693+172.6% | $4,299+197.6% |
| Participant deferral / active EE | $7,013 | $8,310-15.6% | $7,997-12.3% | $6,507+7.8% |
| Admin fee / account holder | $81,304 | $14,846+447.6% | $13,435+505.2% | $12,624+544.1% |