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 | $237,422 | $183,519+29.4% | $155,509+52.7% | $145,922+62.7% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 14.82% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.5pp |
| Employer contribution / active EE | $6,918 | $5,313+30.2% | $4,672+48.1% | $4,660+48.5% |
| Participant deferral / active EE | $7,373 | $6,462+14.1% | $5,626+31.1% | $6,688+10.3% |
| Admin fee / account holder | $37,804 | $19,313+95.7% | $15,912+137.6% | $13,397+182.2% |