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 | $217,804 | $114,381+90.4% | $107,525+102.6% | $142,382+53.0% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.1%+9.9pp | 80.1%+4.9pp |
| Annual return | 12.78% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,778 | $4,015-5.9% | $3,754+0.7% | $4,299-12.1% |
| Participant deferral / active EE | $8,195 | $5,564+47.3% | $5,116+60.2% | $6,507+25.9% |
| Admin fee / account holder | $3,993 | $9,860-59.5% | $8,919-55.2% | $12,624-68.4% |