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 | $231,860 | $159,602+45.3% | $150,045+54.5% | $142,382+62.8% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.3%+0.3pp | 80.1%+2.5pp |
| Annual return | 15.88% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,607 | $4,961-47.5% | $4,693-44.5% | $4,299-39.4% |
| Participant deferral / active EE | $9,465 | $8,310+13.9% | $7,997+18.4% | $6,507+45.4% |
| Admin fee / account holder | $3,529 | $14,846-76.2% | $13,435-73.7% | $12,624-72.0% |