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 | $210,822 | $114,381+84.3% | $107,525+96.1% | $142,382+48.1% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 16.06% | 242.71%-226.6pp | 181.32%-165.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,716 | $4,015-32.3% | $3,754-27.6% | $4,299-36.8% |
| Participant deferral / active EE | $10,507 | $5,564+88.8% | $5,116+105.4% | $6,507+61.5% |
| Admin fee / account holder | $1,137 | $9,860-88.5% | $8,919-87.3% | $12,624-91.0% |