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 8-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 | $199,197 | $114,381+74.2% | $107,525+85.3% | $142,382+39.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 34.80% | 242.71%-207.9pp | 181.32%-146.5pp | 217.08%-182.3pp |
| Employer contribution / active EE | $4,123 | $4,015+2.7% | $3,754+9.8% | $4,299-4.1% |
| Participant deferral / active EE | $11,915 | $5,564+114.1% | $5,116+132.9% | $6,507+83.1% |
| Admin fee / account holder | $1,918 | $9,860-80.6% | $8,919-78.5% | $12,624-84.8% |