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 | $241,372 | $183,519+31.5% | $155,509+55.2% | $145,922+65.4% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 14.71% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,016 | $5,313-43.2% | $4,672-35.5% | $4,660-35.3% |
| Participant deferral / active EE | $10,427 | $6,462+61.3% | $5,626+85.3% | $6,688+55.9% |
| Admin fee / account holder | $676 | $19,313-96.5% | $15,912-95.8% | $13,397-95.0% |