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 | $247,202 | $148,534+66.4% | $135,903+81.9% | $139,434+77.3% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 17.43% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,338 | $5,243-74.5% | $4,856-72.4% | $4,751-71.8% |
| Participant deferral / active EE | $6,018 | $8,100-25.7% | $7,758-22.4% | $6,710-10.3% |
| Admin fee / account holder | $1,339 | $12,400-89.2% | $10,762-87.6% | $11,403-88.3% |