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 | $241,746 | $197,591+22.3% | $177,821+35.9% | $158,922+52.1% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 14.15% | 58.76%-44.6pp | 48.32%-34.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,428 | $6,697-63.7% | $5,918-59.0% | $4,761-49.0% |
| Participant deferral / active EE | $10,203 | $8,405+21.4% | $7,714+32.3% | $5,982+70.6% |
| Admin fee / account holder | $2,437 | $15,399-84.2% | $12,427-80.4% | $11,246-78.3% |