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 | $230,066 | $165,335+39.2% | $149,696+53.7% | $158,922+44.8% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 20.26% | 348.15%-327.9pp | 276.60%-256.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $7,519 | $5,103+47.3% | $4,644+61.9% | $4,761+57.9% |
| Participant deferral / active EE | $9,252 | $7,181+28.8% | $6,842+35.2% | $5,982+54.7% |
| Admin fee / account holder | $20,397 | $10,807+88.7% | $9,309+119.1% | $11,246+81.4% |