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 7-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 | $210,719 | $179,726+17.2% | $156,263+34.8% | $142,382+48.0% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.9%+15.8pp | 80.1%+14.6pp |
| Annual return | 10.47% | 77.86%-67.4pp | 59.47%-49.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $5,225 | $5,069+3.1% | $4,333+20.6% | $4,299+21.5% |
| Participant deferral / active EE | $10,235 | $6,956+47.1% | $6,158+66.2% | $6,507+57.3% |
| Admin fee / account holder | $26,432 | $17,272+53.0% | $14,255+85.4% | $12,624+109.4% |