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 | $240,511 | $148,534+61.9% | $135,903+77.0% | $139,434+72.5% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 19.95% | 79.19%-59.2pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $5,003 | $5,243-4.6% | $4,856+3.0% | $4,751+5.3% |
| Participant deferral / active EE | $15,338 | $8,100+89.4% | $7,758+97.7% | $6,710+128.6% |
| Admin fee / account holder | $19,476 | $12,400+57.1% | $10,762+81.0% | $11,403+70.8% |