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 | $205,208 | $148,534+38.2% | $135,903+51.0% | $139,434+47.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 21.98% | 79.19%-57.2pp | 68.23%-46.3pp | 372.94%-351.0pp |
| Employer contribution / active EE | $5,292 | $5,243+0.9% | $4,856+9.0% | $4,751+11.4% |
| Participant deferral / active EE | $10,076 | $8,100+24.4% | $7,758+29.9% | $6,710+50.2% |
| Admin fee / account holder | $48,926 | $12,400+294.6% | $10,762+354.6% | $11,403+329.1% |