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 | $220,460 | $177,572+24.2% | $154,803+42.4% | $142,382+54.8% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 14.45% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,031 | $4,810+66.9% | $4,305+86.5% | $4,299+86.8% |
| Participant deferral / active EE | $6,104 | $6,272-2.7% | $5,540+10.2% | $6,507-6.2% |
| Admin fee / account holder | $1,161 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |