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 | $242,714 | $165,335+46.8% | $149,696+62.1% | $158,922+52.7% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 20.96% | 348.15%-327.2pp | 276.60%-255.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,914 | $5,103-62.5% | $4,644-58.8% | $4,761-59.8% |
| Participant deferral / active EE | $7,671 | $7,181+6.8% | $6,842+12.1% | $5,982+28.2% |
| Admin fee / account holder | $3,633 | $10,807-66.4% | $9,309-61.0% | $11,246-67.7% |