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 | $208,069 | $159,602+30.4% | $150,045+38.7% | $142,382+46.1% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 14.76% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,311 | $4,961-73.6% | $4,693-72.1% | $4,299-69.5% |
| Participant deferral / active EE | $8,829 | $8,310+6.2% | $7,997+10.4% | $6,507+35.7% |
| Admin fee / account holder | $63,808 | $14,846+329.8% | $13,435+374.9% | $12,624+405.5% |