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 | $228,084 | $197,591+15.4% | $177,821+28.3% | $158,922+43.5% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.7%+7.9pp | 82.0%+13.7pp |
| Annual return | 17.09% | 58.76%-41.7pp | 48.32%-31.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $6,258 | $6,697-6.6% | $5,918+5.7% | $4,761+31.4% |
| Participant deferral / active EE | $11,932 | $8,405+42.0% | $7,714+54.7% | $5,982+99.5% |
| Admin fee / account holder | $1,983 | $15,399-87.1% | $12,427-84.0% | $11,246-82.4% |