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 | $215,784 | $197,591+9.2% | $177,821+21.3% | $158,922+35.8% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 24.18% | 58.76%-34.6pp | 48.32%-24.1pp | 302.83%-278.6pp |
| Employer contribution / active EE | $5,227 | $6,697-22.0% | $5,918-11.7% | $4,761+9.8% |
| Participant deferral / active EE | $5,349 | $8,405-36.4% | $7,714-30.7% | $5,982-10.6% |
| Admin fee / account holder | $5,378 | $15,399-65.1% | $12,427-56.7% | $11,246-52.2% |