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 | $202,267 | $159,602+26.7% | $150,045+34.8% | $142,382+42.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.60% | 70.24%-54.6pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,366 | $4,961-72.5% | $4,693-70.9% | $4,299-68.2% |
| Participant deferral / active EE | $9,178 | $8,310+10.4% | $7,997+14.8% | $6,507+41.0% |
| Admin fee / account holder | $9,533 | $14,846-35.8% | $13,435-29.0% | $12,624-24.5% |