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 | $217,428 | $183,519+18.5% | $155,509+39.8% | $145,922+49.0% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 10.16% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,393 | $5,313-73.8% | $4,672-70.2% | $4,660-70.1% |
| Participant deferral / active EE | $4,411 | $6,462-31.7% | $5,626-21.6% | $6,688-34.0% |
| Admin fee / account holder | $3,327 | $19,313-82.8% | $15,912-79.1% | $13,397-75.2% |