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 9-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 | $233,867 | $159,602+46.5% | $150,045+55.9% | $142,382+64.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 16.89% | 70.24%-53.3pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,232 | $4,961-14.7% | $4,693-9.8% | $4,299-1.6% |
| Participant deferral / active EE | $18,838 | $8,310+126.7% | $7,997+135.6% | $6,507+189.5% |
| Admin fee / account holder | $3,451 | $14,846-76.8% | $13,435-74.3% | $12,624-72.7% |