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 | $225,072 | $179,726+25.2% | $156,263+44.0% | $142,382+58.1% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 13.70% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,437 | $5,069+7.3% | $4,333+25.5% | $4,299+26.5% |
| Participant deferral / active EE | $11,062 | $6,956+59.0% | $6,158+79.6% | $6,507+70.0% |
| Admin fee / account holder | $4,766 | $17,272-72.4% | $14,255-66.6% | $12,624-62.2% |