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 | $240,746 | $177,572+35.6% | $154,803+55.5% | $142,382+69.1% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.1%+12.4pp | 80.1%+10.4pp |
| Annual return | 16.26% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $7,004 | $4,810+45.6% | $4,305+62.7% | $4,299+62.9% |
| Participant deferral / active EE | $6,516 | $6,272+3.9% | $5,540+17.6% | $6,507+0.1% |
| Admin fee / account holder | $4,043 | $16,786-75.9% | $14,329-71.8% | $12,624-68.0% |