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 | $214,434 | $114,381+87.5% | $107,525+99.4% | $142,382+50.6% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 19.51% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,251 | $4,015-19.0% | $3,754-13.4% | $4,299-24.4% |
| Participant deferral / active EE | $5,128 | $5,564-7.8% | $5,116+0.2% | $6,507-21.2% |
| Admin fee / account holder | $15,394 | $9,860+56.1% | $8,919+72.6% | $12,624+21.9% |