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 | $216,268 | $159,602+35.5% | $150,045+44.1% | $142,382+51.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.39% | 70.24%-56.8pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,651 | $4,961+13.9% | $4,693+20.4% | $4,299+31.5% |
| Participant deferral / active EE | $12,356 | $8,310+48.7% | $7,997+54.5% | $6,507+89.9% |
| Admin fee / account holder | $92,389 | $14,846+522.3% | $13,435+587.7% | $12,624+631.9% |