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 | $220,169 | $159,602+37.9% | $150,045+46.7% | $142,382+54.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 14.86% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,973 | $4,961+0.2% | $4,693+6.0% | $4,299+15.7% |
| Participant deferral / active EE | $22,553 | $8,310+171.4% | $7,997+182.0% | $6,507+246.6% |
| Admin fee / account holder | $24,280 | $14,846+63.5% | $13,435+80.7% | $12,624+92.3% |