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 | $210,810 | $159,602+32.1% | $150,045+40.5% | $142,382+48.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 14.74% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,057 | $4,961-18.2% | $4,693-13.5% | $4,299-5.6% |
| Participant deferral / active EE | $8,750 | $8,310+5.3% | $7,997+9.4% | $6,507+34.5% |
| Admin fee / account holder | $36,864 | $14,846+148.3% | $13,435+174.4% | $12,624+192.0% |