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 | $227,942 | $177,572+28.4% | $154,803+47.2% | $142,382+60.1% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 17.16% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $7,125 | $4,810+48.1% | $4,305+65.5% | $4,299+65.7% |
| Participant deferral / active EE | $6,143 | $6,272-2.0% | $5,540+10.9% | $6,507-5.6% |
| Admin fee / account holder | $3,944 | $16,786-76.5% | $14,329-72.5% | $12,624-68.8% |