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 | $249,910 | $179,726+39.1% | $156,263+59.9% | $142,382+75.5% |
| Participation rate | 76.9% | 82.1%-5.2pp | 78.9%-2.0pp | 80.1%-3.2pp |
| Annual return | 16.31% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $6,551 | $5,069+29.2% | $4,333+51.2% | $4,299+52.4% |
| Participant deferral / active EE | $15,744 | $6,956+126.3% | $6,158+155.7% | $6,507+141.9% |
| Admin fee / account holder | $9,484 | $17,272-45.1% | $14,255-33.5% | $12,624-24.9% |