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 | $217,605 | $114,381+90.2% | $107,525+102.4% | $142,382+52.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 12.35% | 242.71%-230.4pp | 181.32%-169.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $6,710 | $4,015+67.1% | $3,754+78.8% | $4,299+56.1% |
| Participant deferral / active EE | $17,502 | $5,564+214.5% | $5,116+242.1% | $6,507+169.0% |
| Admin fee / account holder | $17,456 | $9,860+77.0% | $8,919+95.7% | $12,624+38.3% |