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 | $224,648 | $114,381+96.4% | $107,525+108.9% | $142,382+57.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 11.64% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,826 | $4,015-54.5% | $3,754-51.4% | $4,299-57.5% |
| Participant deferral / active EE | $3,816 | $5,564-31.4% | $5,116-25.4% | $6,507-41.4% |
| Admin fee / account holder | $6,893 | $9,860-30.1% | $8,919-22.7% | $12,624-45.4% |