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 | $230,511 | $159,602+44.4% | $150,045+53.6% | $142,382+61.9% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 12.99% | 70.24%-57.2pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $6,865 | $4,961+38.4% | $4,693+46.3% | $4,299+59.7% |
| Participant deferral / active EE | $3,428 | $8,310-58.7% | $7,997-57.1% | $6,507-47.3% |
| Admin fee / account holder | $1,108 | $14,846-92.5% | $13,435-91.8% | $12,624-91.2% |