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 | $239,698 | $177,572+35.0% | $154,803+54.8% | $142,382+68.3% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 14.53% | 65.07%-50.5pp | 58.88%-44.4pp | 217.08%-202.5pp |
| Employer contribution / active EE | $5,389 | $4,810+12.0% | $4,305+25.2% | $4,299+25.4% |
| Participant deferral / active EE | $3,974 | $6,272-36.6% | $5,540-28.3% | $6,507-38.9% |
| Admin fee / account holder | $6,822 | $16,786-59.4% | $14,329-52.4% | $12,624-46.0% |