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 | $215,962 | $152,587+41.5% | $125,175+72.5% | $152,861+41.3% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 20.88% | 54.84%-34.0pp | 43.79%-22.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,891 | $4,946-61.8% | $3,865-51.1% | $4,762-60.3% |
| Participant deferral / active EE | $9,522 | $5,868+62.3% | $4,937+92.9% | $5,850+62.8% |
| Admin fee / account holder | $4,320 | $13,434-67.8% | $9,702-55.5% | $11,596-62.8% |