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 | $249,589 | $217,402+14.8% | $185,823+34.3% | $167,490+49.0% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 13.75% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $13,885 | $5,873+136.4% | $5,167+168.7% | $4,837+187.0% |
| Participant deferral / active EE | $7,632 | $6,356+20.1% | $5,568+37.1% | $6,341+20.4% |
| Admin fee / account holder | $5,497 | $19,811-72.3% | $16,237-66.1% | $12,309-55.3% |