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 | $213,444 | $185,822+14.9% | $169,993+25.6% | $139,434+53.1% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 15.35% | 60.50%-45.1pp | 53.37%-38.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,736 | $7,590-77.1% | $6,785-74.4% | $4,751-63.5% |
| Participant deferral / active EE | $7,680 | $11,622-33.9% | $10,408-26.2% | $6,710+14.5% |
| Admin fee / account holder | $60,750 | $15,381+295.0% | $12,815+374.0% | $11,403+432.8% |