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 7-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 | $232,668 | $172,478+34.9% | $145,661+59.7% | $142,382+63.4% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.2%+6.1pp | 80.1%+3.2pp |
| Annual return | 19.30% | 151.09%-131.8pp | 101.46%-82.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,825 | $4,899-21.9% | $4,238-9.7% | $4,299-11.0% |
| Participant deferral / active EE | $9,166 | $8,348+9.8% | $7,198+27.3% | $6,507+40.9% |
| Admin fee / account holder | $437 | $16,864-97.4% | $12,466-96.5% | $12,624-96.5% |