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 | $249,448 | $159,602+56.3% | $150,045+66.2% | $142,382+75.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 15.80% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,330 | $4,961-53.0% | $4,693-50.4% | $4,299-45.8% |
| Participant deferral / active EE | $10,815 | $8,310+30.1% | $7,997+35.2% | $6,507+66.2% |
| Admin fee / account holder | $5,419 | $14,846-63.5% | $13,435-59.7% | $12,624-57.1% |