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 | $237,623 | $159,602+48.9% | $150,045+58.4% | $142,382+66.9% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 15.08% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,538 | $4,961-48.8% | $4,693-45.9% | $4,299-41.0% |
| Participant deferral / active EE | $8,874 | $8,310+6.8% | $7,997+11.0% | $6,507+36.4% |
| Admin fee / account holder | $89,931 | $14,846+505.7% | $13,435+569.4% | $12,624+612.4% |