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 | $234,578 | $165,984+41.3% | $164,813+42.3% | $145,922+60.8% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 18.37% | 100.03%-81.7pp | 69.93%-51.6pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,409 | $5,273-73.3% | $4,341-67.5% | $4,660-69.8% |
| Participant deferral / active EE | $6,687 | $6,959-3.9% | $6,031+10.9% | $6,6880% |
| Admin fee / account holder | $521 | $16,648-96.9% | $12,690-95.9% | $13,397-96.1% |