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 | $236,758 | $177,572+33.3% | $154,803+52.9% | $142,382+66.3% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 16.15% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,044 | $4,810-36.7% | $4,305-29.3% | $4,299-29.2% |
| Participant deferral / active EE | $11,335 | $6,272+80.7% | $5,540+104.6% | $6,507+74.2% |
| Admin fee / account holder | $1,221 | $16,786-92.7% | $14,329-91.5% | $12,624-90.3% |