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 | $208,228 | $148,534+40.2% | $135,903+53.2% | $139,434+49.3% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 18.27% | 79.19%-60.9pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,029 | $5,243-61.3% | $4,856-58.2% | $4,751-57.3% |
| Participant deferral / active EE | $9,627 | $8,100+18.9% | $7,758+24.1% | $6,710+43.5% |
| Admin fee / account holder | $6,833 | $12,400-44.9% | $10,762-36.5% | $11,403-40.1% |