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 | $216,975 | $159,602+35.9% | $150,045+44.6% | $142,382+52.4% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 13.57% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,762 | $4,961-4.0% | $4,693+1.5% | $4,299+10.8% |
| Participant deferral / active EE | $14,019 | $8,310+68.7% | $7,997+75.3% | $6,507+115.4% |
| Admin fee / account holder | $6,022 | $14,846-59.4% | $13,435-55.2% | $12,624-52.3% |