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 | $232,377 | $177,572+30.9% | $154,803+50.1% | $142,382+63.2% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 16.38% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,475 | $4,810-7.0% | $4,305+3.9% | $4,299+4.1% |
| Participant deferral / active EE | $5,657 | $6,272-9.8% | $5,540+2.1% | $6,507-13.1% |
| Admin fee / account holder | $32,984 | $16,786+96.5% | $14,329+130.2% | $12,624+161.3% |