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 | $212,884 | $177,572+19.9% | $154,803+37.5% | $142,382+49.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 11.54% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $17,998 | $4,810+274.1% | $4,305+318.0% | $4,299+318.6% |
| Participant deferral / active EE | $14,689 | $6,272+134.2% | $5,540+165.1% | $6,507+125.7% |
| Admin fee / account holder | $117,226 | $16,786+598.4% | $14,329+718.1% | $12,624+828.6% |