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 | $227,510 | $177,572+28.1% | $154,803+47.0% | $142,382+59.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.34% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,688 | $4,810-23.3% | $4,305-14.3% | $4,299-14.2% |
| Participant deferral / active EE | $10,165 | $6,272+62.1% | $5,540+83.5% | $6,507+56.2% |
| Admin fee / account holder | $1,999 | $16,786-88.1% | $14,329-86.1% | $12,624-84.2% |