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 | $214,714 | $157,256+36.5% | $141,162+52.1% | $152,861+40.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 24.40% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $4,887 | $5,261-7.1% | $4,735+3.2% | $4,762+2.6% |
| Participant deferral / active EE | $6,413 | $7,109-9.8% | $6,709-4.4% | $5,850+9.6% |
| Admin fee / account holder | $2,556 | $12,120-78.9% | $10,261-75.1% | $11,596-78.0% |