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 8-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 | $216,949 | $165,335+31.2% | $149,696+44.9% | $158,922+36.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 13.94% | 348.15%-334.2pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,592 | $5,103-49.2% | $4,644-44.2% | $4,761-45.6% |
| Participant deferral / active EE | $9,000 | $7,181+25.3% | $6,842+31.5% | $5,982+50.4% |
| Admin fee / account holder | $1,109 | $10,807-89.7% | $9,309-88.1% | $11,246-90.1% |