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 | $232,973 | $177,572+31.2% | $154,803+50.5% | $142,382+63.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.12% | 65.07%-49.9pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $11,731 | $4,810+143.9% | $4,305+172.5% | $4,299+172.9% |
| Participant deferral / active EE | $13,944 | $6,272+122.3% | $5,540+151.7% | $6,507+114.3% |
| Admin fee / account holder | $1,797 | $16,786-89.3% | $14,329-87.5% | $12,624-85.8% |