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 | $240,171 | $159,602+50.5% | $150,045+60.1% | $142,382+68.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 13.42% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,527 | $4,961-8.7% | $4,693-3.5% | $4,299+5.3% |
| Participant deferral / active EE | $11,556 | $8,310+39.1% | $7,997+44.5% | $6,507+77.6% |
| Admin fee / account holder | $46,803 | $14,846+215.2% | $13,435+248.4% | $12,624+270.8% |