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 | $200,176 | $159,602+25.4% | $150,045+33.4% | $142,382+40.6% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 17.72% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,782 | $4,961-64.1% | $4,693-62.0% | $4,299-58.5% |
| Participant deferral / active EE | $15,712 | $8,310+89.1% | $7,997+96.5% | $6,507+141.5% |
| Admin fee / account holder | $2,954 | $14,846-80.1% | $13,435-78.0% | $12,624-76.6% |