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 | $236,942 | $232,540+1.9% | $185,117+28.0% | $147,584+60.5% |
| Participation rate | 93.8% | 82.4%+11.4pp | 77.3%+16.5pp | 82.8%+10.9pp |
| Annual return | 24.68% | 43.03%-18.4pp | 40.50%-15.8pp | 578.55%-553.9pp |
| Employer contribution / active EE | $3,425 | $5,195-34.1% | $4,182-18.1% | $4,876-29.8% |
| Participant deferral / active EE | $11,796 | $5,834+102.2% | $5,045+133.8% | $5,439+116.9% |
| Admin fee / account holder | $473 | $10,275-95.4% | $8,159-94.2% | $10,885-95.7% |