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 | $223,056 | $183,519+21.5% | $155,509+43.4% | $145,922+52.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.67% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $6,783 | $5,313+27.7% | $4,672+45.2% | $4,660+45.6% |
| Participant deferral / active EE | $5,813 | $6,462-10.0% | $5,626+3.3% | $6,688-13.1% |
| Admin fee / account holder | $856 | $19,313-95.6% | $15,912-94.6% | $13,397-93.6% |