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 | $231,648 | $197,591+17.2% | $177,821+30.3% | $158,922+45.8% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.7%+3.6pp | 82.0%+9.3pp |
| Annual return | 36.04% | 58.76%-22.7pp | 48.32%-12.3pp | 302.83%-266.8pp |
| Employer contribution / active EE | $6,614 | $6,697-1.2% | $5,918+11.8% | $4,761+38.9% |
| Participant deferral / active EE | $14,869 | $8,405+76.9% | $7,714+92.8% | $5,982+148.6% |
| Admin fee / account holder | $215,807 | $15,399+1301.4% | $12,427+1636.5% | $11,246+1819.0% |