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 | $225,104 | $159,602+41.0% | $150,045+50.0% | $142,382+58.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 13.73% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,062 | $4,961+2.0% | $4,693+7.9% | $4,299+17.7% |
| Participant deferral / active EE | $11,059 | $8,310+33.1% | $7,997+38.3% | $6,507+69.9% |
| Admin fee / account holder | $1,379 | $14,846-90.7% | $13,435-89.7% | $12,624-89.1% |