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 | $188,995 | $159,602+18.4% | $150,045+26.0% | $142,382+32.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 16.90% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6,353 | $4,961+28.1% | $4,693+35.4% | $4,299+47.8% |
| Participant deferral / active EE | $10,592 | $8,310+27.5% | $7,997+32.4% | $6,507+62.8% |
| Admin fee / account holder | $418 | $14,846-97.2% | $13,435-96.9% | $12,624-96.7% |