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 | $212,324 | $177,572+19.6% | $154,803+37.2% | $142,382+49.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.05% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,103 | $4,810-35.5% | $4,305-27.9% | $4,299-27.8% |
| Participant deferral / active EE | $7,380 | $6,272+17.7% | $5,540+33.2% | $6,507+13.4% |
| Admin fee / account holder | $37,424 | $16,786+123.0% | $14,329+161.2% | $12,624+196.5% |