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 | $231,406 | $197,591+17.1% | $177,821+30.1% | $158,922+45.6% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 13.32% | 58.76%-45.4pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,338 | $6,697-65.1% | $5,918-60.5% | $4,761-50.9% |
| Participant deferral / active EE | $6,252 | $8,405-25.6% | $7,714-19.0% | $5,982+4.5% |
| Admin fee / account holder | $27,711 | $15,399+79.9% | $12,427+123.0% | $11,246+146.4% |