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 | $219,430 | $159,602+37.5% | $150,045+46.2% | $142,382+54.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.87% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,214 | $4,961-55.4% | $4,693-52.8% | $4,299-48.5% |
| Participant deferral / active EE | $8,645 | $8,310+4.0% | $7,997+8.1% | $6,507+32.9% |
| Admin fee / account holder | $5,813 | $14,846-60.8% | $13,435-56.7% | $12,624-54.0% |