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 | $221,711 | $114,381+93.8% | $107,525+106.2% | $142,382+55.7% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 14.89% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,984 | $4,015-25.7% | $3,754-20.5% | $4,299-30.6% |
| Participant deferral / active EE | $9,144 | $5,564+64.3% | $5,116+78.7% | $6,507+40.5% |
| Admin fee / account holder | $1,336 | $9,860-86.4% | $8,919-85.0% | $12,624-89.4% |