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 | $226,106 | $157,256+43.8% | $141,162+60.2% | $152,861+47.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 15.25% | 64.32%-49.1pp | 71.39%-56.1pp | 345.32%-330.1pp |
| Employer contribution / active EE | $6,236 | $5,261+18.5% | $4,735+31.7% | $4,762+30.9% |
| Participant deferral / active EE | $8,467 | $7,109+19.1% | $6,709+26.2% | $5,850+44.7% |
| Admin fee / account holder | $23,684 | $12,120+95.4% | $10,261+130.8% | $11,596+104.2% |