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 | $247,007 | $159,602+54.8% | $150,045+64.6% | $142,382+73.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 14.10% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $5,320 | $4,961+7.2% | $4,693+13.4% | $4,299+23.7% |
| Participant deferral / active EE | $4,378 | $8,310-47.3% | $7,997-45.2% | $6,507-32.7% |
| Admin fee / account holder | $5,973 | $14,846-59.8% | $13,435-55.5% | $12,624-52.7% |