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 | $236,565 | $165,335+43.1% | $149,696+58.0% | $158,922+48.9% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 10.94% | 348.15%-337.2pp | 276.60%-265.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $5,076 | $5,103-0.5% | $4,644+9.3% | $4,761+6.6% |
| Participant deferral / active EE | $11,141 | $7,181+55.1% | $6,842+62.8% | $5,982+86.2% |
| Admin fee / account holder | $27,172 | $10,807+151.4% | $9,309+191.9% | $11,246+141.6% |