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 9-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 | $200,433 | $159,602+25.6% | $150,045+33.6% | $142,382+40.8% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 20.10% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $29,640 | $4,961+497.5% | $4,693+531.6% | $4,299+589.4% |
| Participant deferral / active EE | $16,582 | $8,310+99.5% | $7,997+107.4% | $6,507+154.8% |
| Admin fee / account holder | $13,822 | $14,846-6.9% | $13,435+2.9% | $12,624+9.5% |