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 | $246,581 | $159,602+54.5% | $150,045+64.3% | $142,382+73.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 21.61% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,860 | $4,961-2.0% | $4,693+3.6% | $4,299+13.1% |
| Participant deferral / active EE | $6,705 | $8,310-19.3% | $7,997-16.2% | $6,507+3.0% |
| Admin fee / account holder | $2,488 | $14,846-83.2% | $13,435-81.5% | $12,624-80.3% |