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 | $245,859 | $175,202+40.3% | $149,673+64.3% | $139,434+76.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 15.67% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $5,980 | $5,474+9.2% | $4,818+24.1% | $4,751+25.9% |
| Participant deferral / active EE | $7,046 | $6,519+8.1% | $5,680+24.0% | $6,710+5.0% |
| Admin fee / account holder | $1,890 | $16,150-88.3% | $13,210-85.7% | $11,403-83.4% |