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 | $236,225 | $114,381+106.5% | $107,525+119.7% | $142,382+65.9% |
| Participation rate | 95.7% | 78.1%+17.5pp | 75.1%+20.6pp | 80.1%+15.5pp |
| Annual return | 19.61% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,732 | $4,015-7.0% | $3,754-0.6% | $4,299-13.2% |
| Participant deferral / active EE | $6,287 | $5,564+13.0% | $5,116+22.9% | $6,507-3.4% |
| Admin fee / account holder | $7,444 | $9,860-24.5% | $8,919-16.5% | $12,624-41.0% |