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 | $236,435 | $197,591+19.7% | $177,821+33.0% | $158,922+48.8% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 18.50% | 58.76%-40.3pp | 48.32%-29.8pp | 302.83%-284.3pp |
| Employer contribution / active EE | $10,651 | $6,697+59.0% | $5,918+80.0% | $4,761+123.7% |
| Participant deferral / active EE | $10,155 | $8,405+20.8% | $7,714+31.6% | $5,982+69.8% |
| Admin fee / account holder | $1,500 | $15,399-90.3% | $12,427-87.9% | $11,246-86.7% |