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 | $216,244 | $168,632+28.2% | $147,614+46.5% | $125,391+72.5% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | 1.31% | 77.65%-76.3pp | 61.98%-60.7pp | 282.22%-280.9pp |
| Employer contribution / active EE | $4,593 | $6,252-26.5% | $5,564-17.5% | $4,866-5.6% |
| Participant deferral / active EE | $8,652 | $5,507+57.1% | $4,895+76.7% | $5,352+61.7% |
| Admin fee / account holder | $20,554 | $13,580+51.4% | $11,611+77.0% | $9,540+115.4% |