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 | $200,806 | $106,515+88.5% | $96,683+107.7% | $139,434+44.0% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 16.50% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,864 | $4,103-30.2% | $3,737-23.4% | $4,751-39.7% |
| Participant deferral / active EE | $9,678 | $5,454+77.4% | $4,878+98.4% | $6,710+44.2% |
| Admin fee / account holder | $9,578 | $7,877+21.6% | $6,730+42.3% | $11,403-16.0% |