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 | $245,079 | $159,602+53.6% | $150,045+63.3% | $142,382+72.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 14.30% | 70.24%-55.9pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,474 | $4,961-50.1% | $4,693-47.3% | $4,299-42.5% |
| Participant deferral / active EE | $9,757 | $8,310+17.4% | $7,997+22.0% | $6,507+49.9% |
| Admin fee / account holder | $38,174 | $14,846+157.1% | $13,435+184.1% | $12,624+202.4% |