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 | $247,712 | $159,602+55.2% | $150,045+65.1% | $142,382+74.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 13.74% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $9,927 | $4,961+100.1% | $4,693+111.5% | $4,299+130.9% |
| Participant deferral / active EE | $9,775 | $8,310+17.6% | $7,997+22.2% | $6,507+50.2% |
| Admin fee / account holder | $28,938 | $14,846+94.9% | $13,435+115.4% | $12,624+129.2% |