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 | $227,325 | $176,056+29.1% | $159,436+42.6% | $167,490+35.7% |
| Participation rate | 91.3% | 84.9%+6.4pp | 82.8%+8.5pp | 82.1%+9.2pp |
| Annual return | 10.20% | 331.75%-321.5pp | 263.57%-253.4pp | 478.56%-468.4pp |
| Employer contribution / active EE | $8,655 | $5,297+63.4% | $4,829+79.2% | $4,837+78.9% |
| Participant deferral / active EE | $8,187 | $7,750+5.6% | $7,352+11.4% | $6,341+29.1% |
| Admin fee / account holder | $4,766 | $12,554-62.0% | $10,799-55.9% | $12,309-61.3% |