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 | $225,689 | $148,534+51.9% | $135,903+66.1% | $139,434+61.9% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 13.48% | 79.19%-65.7pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $7,907 | $5,243+50.8% | $4,856+62.8% | $4,751+66.4% |
| Participant deferral / active EE | $9,557 | $8,100+18.0% | $7,758+23.2% | $6,710+42.4% |
| Admin fee / account holder | $920 | $12,400-92.6% | $10,762-91.5% | $11,403-91.9% |