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 | $236,532 | $159,602+48.2% | $150,045+57.6% | $142,382+66.1% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 15.09% | 70.24%-55.1pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,450 | $4,961-10.3% | $4,693-5.2% | $4,299+3.5% |
| Participant deferral / active EE | $15,220 | $8,310+83.2% | $7,997+90.3% | $6,507+133.9% |
| Admin fee / account holder | $36,735 | $14,846+147.4% | $13,435+173.4% | $12,624+191.0% |