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 | $220,135 | $159,901+37.7% | $146,958+49.8% | $145,922+50.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 16.35% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,470 | $5,286-15.4% | $4,933-9.4% | $4,660-4.1% |
| Participant deferral / active EE | $9,940 | $8,428+17.9% | $8,070+23.2% | $6,688+48.6% |
| Admin fee / account holder | $14,286 | $15,044-5.0% | $12,998+9.9% | $13,397+6.6% |