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 | $184,815 | $159,602+15.8% | $150,045+23.2% | $142,382+29.8% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 13.17% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $7,192 | $4,961+45.0% | $4,693+53.3% | $4,299+67.3% |
| Participant deferral / active EE | $14,622 | $8,310+76.0% | $7,997+82.8% | $6,507+124.7% |
| Admin fee / account holder | $104,565 | $14,846+604.3% | $13,435+678.3% | $12,624+728.3% |