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 | $208,127 | $159,602+30.4% | $150,045+38.7% | $142,382+46.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 17.40% | 70.24%-52.8pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $16,833 | $4,961+239.3% | $4,693+258.7% | $4,299+291.5% |
| Participant deferral / active EE | $16,125 | $8,310+94.0% | $7,997+101.6% | $6,507+147.8% |
| Admin fee / account holder | $3,365 | $14,846-77.3% | $13,435-75.0% | $12,624-73.3% |