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 | $246,979 | $183,519+34.6% | $155,509+58.8% | $145,922+69.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 18.85% | 61.17%-42.3pp | 64.67%-45.8pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,337 | $5,313-74.8% | $4,672-71.4% | $4,660-71.3% |
| Participant deferral / active EE | $8,231 | $6,462+27.4% | $5,626+46.3% | $6,688+23.1% |
| Admin fee / account holder | $1,332 | $19,313-93.1% | $15,912-91.6% | $13,397-90.1% |