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 5-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 | $234,702 | $214,378+9.5% | $200,582+17.0% | $142,382+64.8% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 20.14% | 46.41%-26.3pp | 42.33%-22.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $12,065 | $6,841+76.4% | $6,419+88.0% | $4,299+180.6% |
| Participant deferral / active EE | $12,625 | $9,865+28.0% | $9,331+35.3% | $6,507+94.0% |
| Admin fee / account holder | $909 | $17,692-94.9% | $16,305-94.4% | $12,624-92.8% |