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 | $212,062 | $159,602+32.9% | $150,045+41.3% | $142,382+48.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 16.62% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $9,968 | $4,961+100.9% | $4,693+112.4% | $4,299+131.9% |
| Participant deferral / active EE | $5,523 | $8,310-33.5% | $7,997-30.9% | $6,507-15.1% |
| Admin fee / account holder | $1,608 | $14,846-89.2% | $13,435-88.0% | $12,624-87.3% |