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 | $190,028 | $177,572+7.0% | $154,803+22.8% | $142,382+33.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 19.50% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $9,473 | $4,810+96.9% | $4,305+120.0% | $4,299+120.3% |
| Participant deferral / active EE | $8,845 | $6,272+41.0% | $5,540+59.6% | $6,507+35.9% |
| Admin fee / account holder | $4,438 | $16,786-73.6% | $14,329-69.0% | $12,624-64.8% |