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 | $239,090 | $177,572+34.6% | $154,803+54.4% | $142,382+67.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 19.05% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $7,764 | $4,810+61.4% | $4,305+80.3% | $4,299+80.6% |
| Participant deferral / active EE | $6,457 | $6,272+3.0% | $5,540+16.5% | $6,507-0.8% |
| Admin fee / account holder | $2,365 | $16,786-85.9% | $14,329-83.5% | $12,624-81.3% |