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 | $214,531 | $177,572+20.8% | $154,803+38.6% | $142,382+50.7% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 16.56% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $10,658 | $4,810+121.6% | $4,305+147.5% | $4,299+147.9% |
| Participant deferral / active EE | $10,512 | $6,272+67.6% | $5,540+89.7% | $6,507+61.5% |
| Admin fee / account holder | $1,439 | $16,786-91.4% | $14,329-90.0% | $12,624-88.6% |