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 | $229,870 | $159,602+44.0% | $150,045+53.2% | $142,382+61.4% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 15.49% | 70.24%-54.7pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,329 | $4,961+7.4% | $4,693+13.5% | $4,299+23.9% |
| Participant deferral / active EE | $11,944 | $8,310+43.7% | $7,997+49.4% | $6,507+83.5% |
| Admin fee / account holder | $45,007 | $14,846+203.2% | $13,435+235.0% | $12,624+256.5% |