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 | $202,240 | $148,534+36.2% | $135,903+48.8% | $139,434+45.0% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 17.74% | 79.19%-61.4pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,234 | $5,243-76.5% | $4,856-74.6% | $4,751-74.0% |
| Participant deferral / active EE | $10,854 | $8,100+34.0% | $7,758+39.9% | $6,710+61.8% |
| Admin fee / account holder | $4,006 | $12,400-67.7% | $10,762-62.8% | $11,403-64.9% |