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 | $241,002 | $127,065+89.7% | $113,168+113.0% | $142,382+69.3% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 14.53% | 24.03%-9.5pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,816 | $3,442+39.9% | $2,975+61.9% | $4,299+12.0% |
| Participant deferral / active EE | $6,838 | $5,716+19.6% | $5,107+33.9% | $6,507+5.1% |
| Admin fee / account holder | $2,673 | $15,736-83.0% | $12,068-77.9% | $12,624-78.8% |