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 | $225,320 | $179,726+25.4% | $156,263+44.2% | $142,382+58.3% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.9%+16.5pp | 80.1%+15.3pp |
| Annual return | 16.54% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,498 | $5,069-11.3% | $4,333+3.8% | $4,299+4.6% |
| Participant deferral / active EE | $8,671 | $6,956+24.6% | $6,158+40.8% | $6,507+33.2% |
| Admin fee / account holder | $1,866 | $17,272-89.2% | $14,255-86.9% | $12,624-85.2% |