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 | $217,948 | $148,534+46.7% | $135,903+60.4% | $139,434+56.3% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 13.26% | 79.19%-65.9pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $4,294 | $5,243-18.1% | $4,856-11.6% | $4,751-9.6% |
| Participant deferral / active EE | $6,670 | $8,100-17.7% | $7,758-14.0% | $6,710-0.6% |
| Admin fee / account holder | $14,449 | $12,400+16.5% | $10,762+34.3% | $11,403+26.7% |