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 | $232,363 | $183,519+26.6% | $155,509+49.4% | $145,922+59.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.69% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,332 | $5,313-37.3% | $4,672-28.7% | $4,660-28.5% |
| Participant deferral / active EE | $11,273 | $6,462+74.4% | $5,626+100.4% | $6,688+68.6% |
| Admin fee / account holder | $2,178 | $19,313-88.7% | $15,912-86.3% | $13,397-83.7% |