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 | $200,084 | $165,335+21.0% | $149,696+33.7% | $158,922+25.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 14.80% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,825 | $5,103-64.2% | $4,644-60.7% | $4,761-61.7% |
| Participant deferral / active EE | $7,385 | $7,181+2.8% | $6,842+7.9% | $5,982+23.4% |
| Admin fee / account holder | $1,694 | $10,807-84.3% | $9,309-81.8% | $11,246-84.9% |