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 | $223,929 | $177,572+26.1% | $154,803+44.7% | $142,382+57.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 14.45% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $14,965 | $4,810+211.1% | $4,305+247.6% | $4,299+248.1% |
| Participant deferral / active EE | $5,776 | $6,272-7.9% | $5,540+4.2% | $6,507-11.2% |
| Admin fee / account holder | $4,824 | $16,786-71.3% | $14,329-66.3% | $12,624-61.8% |