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 | $212,186 | $176,056+20.5% | $159,436+33.1% | $167,490+26.7% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 14.79% | 331.75%-317.0pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,922 | $5,297-63.7% | $4,829-60.2% | $4,837-60.3% |
| Participant deferral / active EE | $24,551 | $7,750+216.8% | $7,352+233.9% | $6,341+287.2% |
| Admin fee / account holder | $936 | $12,554-92.5% | $10,799-91.3% | $12,309-92.4% |