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 | $218,760 | $197,591+10.7% | $177,821+23.0% | $158,922+37.7% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 17.37% | 58.76%-41.4pp | 48.32%-31.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $5,696 | $6,697-14.9% | $5,918-3.8% | $4,761+19.6% |
| Participant deferral / active EE | $13,107 | $8,405+55.9% | $7,714+69.9% | $5,982+119.1% |
| Admin fee / account holder | $19,009 | $15,399+23.4% | $12,427+53.0% | $11,246+69.0% |