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 | $206,112 | $135,952+51.6% | $123,892+66.4% | $273,961-24.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.74% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $4,469 | $5,170-13.6% | $4,617-3.2% | $4,869-8.2% |
| Participant deferral / active EE | $9,289 | $6,343+46.4% | $5,984+55.2% | $5,287+75.7% |
| Admin fee / account holder | $14,367 | $9,817+46.3% | $8,357+71.9% | $10,132+41.8% |