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 | $244,899 | $183,519+33.4% | $155,509+57.5% | $145,922+67.8% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 13.57% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $6,667 | $5,313+25.5% | $4,672+42.7% | $4,660+43.1% |
| Participant deferral / active EE | $7,984 | $6,462+23.5% | $5,626+41.9% | $6,688+19.4% |
| Admin fee / account holder | $422 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |