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 | $245,665 | $177,572+38.3% | $154,803+58.7% | $142,382+72.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 25.32% | 65.07%-39.7pp | 58.88%-33.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $8,785 | $4,810+82.6% | $4,305+104.0% | $4,299+104.3% |
| Participant deferral / active EE | $7,496 | $6,272+19.5% | $5,540+35.3% | $6,507+15.2% |
| Admin fee / account holder | $17,824 | $16,786+6.2% | $14,329+24.4% | $12,624+41.2% |