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 | $249,576 | $159,602+56.4% | $150,045+66.3% | $142,382+75.3% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 13.85% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $8,144 | $4,961+64.2% | $4,693+73.5% | $4,299+89.4% |
| Participant deferral / active EE | $10,696 | $8,310+28.7% | $7,997+33.7% | $6,507+64.4% |
| Admin fee / account holder | $1,299 | $14,846-91.2% | $13,435-90.3% | $12,624-89.7% |