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 | $235,517 | $165,335+42.4% | $149,696+57.3% | $158,922+48.2% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 11.03% | 348.15%-337.1pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $4,196 | $5,103-17.8% | $4,644-9.6% | $4,761-11.9% |
| Participant deferral / active EE | $9,488 | $7,181+32.1% | $6,842+38.7% | $5,982+58.6% |
| Admin fee / account holder | $53,408 | $10,807+394.2% | $9,309+473.7% | $11,246+374.9% |