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 | $233,340 | $197,591+18.1% | $177,821+31.2% | $158,922+46.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 29.29% | 58.76%-29.5pp | 48.32%-19.0pp | 302.83%-273.5pp |
| Employer contribution / active EE | $2,932 | $6,697-56.2% | $5,918-50.5% | $4,761-38.4% |
| Participant deferral / active EE | $8,318 | $8,405-1.0% | $7,714+7.8% | $5,982+39.0% |
| Admin fee / account holder | $2,189 | $15,399-85.8% | $12,427-82.4% | $11,246-80.5% |