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 | $248,968 | $159,602+56.0% | $150,045+65.9% | $142,382+74.9% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 13.62% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,476 | $4,961-29.9% | $4,693-25.9% | $4,299-19.1% |
| Participant deferral / active EE | $9,184 | $8,310+10.5% | $7,997+14.8% | $6,507+41.1% |
| Admin fee / account holder | $2,277 | $14,846-84.7% | $13,435-83.1% | $12,624-82.0% |