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 | $194,808 | $159,602+22.1% | $150,045+29.8% | $142,382+36.8% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 18.25% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,579 | $4,961-48.0% | $4,693-45.1% | $4,299-40.0% |
| Participant deferral / active EE | $8,078 | $8,310-2.8% | $7,997+1.0% | $6,507+24.1% |
| Admin fee / account holder | $5,567 | $14,846-62.5% | $13,435-58.6% | $12,624-55.9% |