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 | $237,879 | $201,272+18.2% | $184,203+29.1% | $145,922+63.0% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 23.90% | 29.00%-5.1pp | 28.81%-4.9pp | 561.29%-537.4pp |
| Employer contribution / active EE | $8,305 | $7,022+18.3% | $6,427+29.2% | $4,660+78.2% |
| Participant deferral / active EE | $18,247 | $9,806+86.1% | $9,131+99.8% | $6,688+172.8% |
| Admin fee / account holder | $33,227 | $16,364+103.1% | $13,901+139.0% | $13,397+148.0% |