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 | $234,113 | $185,822+26.0% | $169,993+37.7% | $139,434+67.9% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 13.35% | 60.50%-47.2pp | 53.37%-40.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $8,469 | $7,590+11.6% | $6,785+24.8% | $4,751+78.3% |
| Participant deferral / active EE | $5,855 | $11,622-49.6% | $10,408-43.7% | $6,710-12.7% |
| Admin fee / account holder | $3,940 | $15,381-74.4% | $12,815-69.3% | $11,403-65.4% |