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 | $242,657 | $179,726+35.0% | $156,263+55.3% | $142,382+70.4% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.9%+7.5pp | 80.1%+6.2pp |
| Annual return | 16.12% | 77.86%-61.7pp | 59.47%-43.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $9,142 | $5,069+80.3% | $4,333+111.0% | $4,299+112.6% |
| Participant deferral / active EE | $2,374 | $6,956-65.9% | $6,158-61.4% | $6,507-63.5% |
| Admin fee / account holder | $5,641 | $17,272-67.3% | $14,255-60.4% | $12,624-55.3% |