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 | $234,018 | $177,572+31.8% | $154,803+51.2% | $142,382+64.4% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 14.64% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,879 | $4,810-19.4% | $4,305-9.9% | $4,299-9.8% |
| Participant deferral / active EE | $9,085 | $6,272+44.9% | $5,540+64.0% | $6,507+39.6% |
| Admin fee / account holder | $2,269 | $16,786-86.5% | $14,329-84.2% | $12,624-82.0% |