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 | $236,108 | $159,602+47.9% | $150,045+57.4% | $142,382+65.8% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 15.54% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $13,644 | $4,961+175.1% | $4,693+190.7% | $4,299+217.4% |
| Participant deferral / active EE | $10,322 | $8,310+24.2% | $7,997+29.1% | $6,507+58.6% |
| Admin fee / account holder | $1,061 | $14,846-92.9% | $13,435-92.1% | $12,624-91.6% |