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 | $242,315 | $197,591+22.6% | $177,821+36.3% | $158,922+52.5% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 14.48% | 58.76%-44.3pp | 48.32%-33.8pp | 302.83%-288.4pp |
| Employer contribution / active EE | $9,050 | $6,697+35.1% | $5,918+52.9% | $4,761+90.1% |
| Participant deferral / active EE | $18,459 | $8,405+119.6% | $7,714+139.3% | $5,982+208.6% |
| Admin fee / account holder | $17,216 | $15,399+11.8% | $12,427+38.5% | $11,246+53.1% |