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 | $247,903 | $183,519+35.1% | $155,509+59.4% | $145,922+69.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.21% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,594 | $5,313-51.2% | $4,672-44.5% | $4,660-44.3% |
| Participant deferral / active EE | $3,025 | $6,462-53.2% | $5,626-46.2% | $6,688-54.8% |
| Admin fee / account holder | $12,679 | $19,313-34.3% | $15,912-20.3% | $13,397-5.4% |