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 | $237,232 | $159,602+48.6% | $150,045+58.1% | $142,382+66.6% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 15.29% | 70.24%-54.9pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $7,279 | $4,961+46.7% | $4,693+55.1% | $4,299+69.3% |
| Participant deferral / active EE | $5,174 | $8,310-37.7% | $7,997-35.3% | $6,507-20.5% |
| Admin fee / account holder | $6,489 | $14,846-56.3% | $13,435-51.7% | $12,624-48.6% |