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 | $233,178 | $159,602+46.1% | $150,045+55.4% | $142,382+63.8% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 13.40% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,174 | $4,961-56.2% | $4,693-53.7% | $4,299-49.4% |
| Participant deferral / active EE | $4,742 | $8,310-42.9% | $7,997-40.7% | $6,507-27.1% |
| Admin fee / account holder | $12,146 | $14,846-18.2% | $13,435-9.6% | $12,624-3.8% |