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 | $210,518 | $177,572+18.6% | $154,803+36.0% | $142,382+47.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 13.36% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,526 | $4,810-26.7% | $4,305-18.1% | $4,299-18.0% |
| Participant deferral / active EE | $10,850 | $6,272+73.0% | $5,540+95.8% | $6,507+66.7% |
| Admin fee / account holder | $27,322 | $16,786+62.8% | $14,329+90.7% | $12,624+116.4% |