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 | $224,423 | $176,056+27.5% | $159,436+40.8% | $167,490+34.0% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 16.20% | 331.75%-315.5pp | 263.57%-247.4pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,244 | $5,297-76.5% | $4,829-74.2% | $4,837-74.3% |
| Participant deferral / active EE | $14,611 | $7,750+88.5% | $7,352+98.7% | $6,341+130.4% |
| Admin fee / account holder | $62,218 | $12,554+395.6% | $10,799+476.2% | $12,309+405.5% |