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 | $205,033 | $157,256+30.4% | $141,162+45.2% | $152,861+34.1% |
| Participation rate | 76.2% | 84.8%-8.6pp | 82.5%-6.3pp | 82.4%-6.3pp |
| Annual return | 23.32% | 64.32%-41.0pp | 71.39%-48.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $6,058 | $5,261+15.2% | $4,735+27.9% | $4,762+27.2% |
| Participant deferral / active EE | $4,122 | $7,109-42.0% | $6,709-38.6% | $5,850-29.5% |
| Admin fee / account holder | $3,981 | $12,120-67.2% | $10,261-61.2% | $11,596-65.7% |