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 | $225,055 | $165,335+36.1% | $149,696+50.3% | $158,922+41.6% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 33.58% | 348.15%-314.6pp | 276.60%-243.0pp | 302.83%-269.2pp |
| Employer contribution / active EE | $6,217 | $5,103+21.8% | $4,644+33.9% | $4,761+30.6% |
| Participant deferral / active EE | $11,160 | $7,181+55.4% | $6,842+63.1% | $5,982+86.5% |
| Admin fee / account holder | $1,281 | $10,807-88.1% | $9,309-86.2% | $11,246-88.6% |