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 | $195,733 | $165,335+18.4% | $149,696+30.8% | $158,922+23.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.16% | 348.15%-335.0pp | 276.60%-263.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $4,877 | $5,103-4.4% | $4,644+5.0% | $4,761+2.4% |
| Participant deferral / active EE | $15,805 | $7,181+120.1% | $6,842+131.0% | $5,982+164.2% |
| Admin fee / account holder | $1,443 | $10,807-86.6% | $9,309-84.5% | $11,246-87.2% |