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 | $193,006 | $148,534+29.9% | $135,903+42.0% | $139,434+38.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.34% | 79.19%-60.8pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,862 | $5,243-45.4% | $4,856-41.1% | $4,751-39.8% |
| Participant deferral / active EE | $7,112 | $8,100-12.2% | $7,758-8.3% | $6,710+6.0% |
| Admin fee / account holder | $25,196 | $12,400+103.2% | $10,762+134.1% | $11,403+121.0% |