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 7-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 | $249,879 | $159,602+56.6% | $150,045+66.5% | $142,382+75.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 16.51% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,495 | $4,961-9.4% | $4,693-4.2% | $4,299+4.5% |
| Participant deferral / active EE | $7,622 | $8,310-8.3% | $7,997-4.7% | $6,507+17.1% |
| Admin fee / account holder | $113,303 | $14,846+663.2% | $13,435+743.4% | $12,624+797.5% |