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 | $209,282 | $185,822+12.6% | $169,993+23.1% | $139,434+50.1% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 35.75% | 60.50%-24.8pp | 53.37%-17.6pp | 372.94%-337.2pp |
| Employer contribution / active EE | $4,098 | $7,590-46.0% | $6,785-39.6% | $4,751-13.7% |
| Participant deferral / active EE | $8,194 | $11,622-29.5% | $10,408-21.3% | $6,710+22.1% |
| Admin fee / account holder | $20,773 | $15,381+35.1% | $12,815+62.1% | $11,403+82.2% |