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 | $214,196 | $159,602+34.2% | $150,045+42.8% | $142,382+50.4% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 15.66% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,371 | $4,961-11.9% | $4,693-6.9% | $4,299+1.7% |
| Participant deferral / active EE | $5,428 | $8,310-34.7% | $7,997-32.1% | $6,507-16.6% |
| Admin fee / account holder | $84,957 | $14,846+472.2% | $13,435+532.4% | $12,624+573.0% |