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 | $226,771 | $183,519+23.6% | $155,509+45.8% | $145,922+55.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.34% | 61.17%-44.8pp | 64.67%-48.3pp | 561.29%-544.9pp |
| Employer contribution / active EE | $9,380 | $5,313+76.6% | $4,672+100.7% | $4,660+101.3% |
| Participant deferral / active EE | $5,802 | $6,462-10.2% | $5,626+3.1% | $6,688-13.3% |
| Admin fee / account holder | $2,861 | $19,313-85.2% | $15,912-82.0% | $13,397-78.6% |