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 | $214,783 | $177,572+21.0% | $154,803+38.7% | $142,382+50.8% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 16.00% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $7,354 | $4,810+52.9% | $4,305+70.8% | $4,299+71.1% |
| Participant deferral / active EE | $8,888 | $6,272+41.7% | $5,540+60.4% | $6,507+36.6% |
| Admin fee / account holder | $2,169 | $16,786-87.1% | $14,329-84.9% | $12,624-82.8% |