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 | $244,622 | $159,602+53.3% | $150,045+63.0% | $142,382+71.8% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 27.67% | 70.24%-42.6pp | 62.55%-34.9pp | 217.08%-189.4pp |
| Employer contribution / active EE | $4,892 | $4,961-1.4% | $4,693+4.2% | $4,299+13.8% |
| Participant deferral / active EE | $8,909 | $8,310+7.2% | $7,997+11.4% | $6,507+36.9% |
| Admin fee / account holder | $1,639 | $14,846-89.0% | $13,435-87.8% | $12,624-87.0% |