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 | $225,401 | $159,602+41.2% | $150,045+50.2% | $142,382+58.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 19.56% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $10,297 | $4,961+107.6% | $4,693+119.4% | $4,299+139.5% |
| Participant deferral / active EE | $10,142 | $8,310+22.0% | $7,997+26.8% | $6,507+55.9% |
| Admin fee / account holder | $10,499 | $14,846-29.3% | $13,435-21.8% | $12,624-16.8% |