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 | $248,831 | $197,591+25.9% | $177,821+39.9% | $158,922+56.6% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.7%-10.8pp | 82.0%-5.0pp |
| Annual return | 28.90% | 58.76%-29.9pp | 48.32%-19.4pp | 302.83%-273.9pp |
| Employer contribution / active EE | $2,502 | $6,697-62.6% | $5,918-57.7% | $4,761-47.5% |
| Participant deferral / active EE | $12,126 | $8,405+44.3% | $7,714+57.2% | $5,982+102.7% |
| Admin fee / account holder | $2,997 | $15,399-80.5% | $12,427-75.9% | $11,246-73.3% |