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 | $210,655 | $179,726+17.2% | $156,263+34.8% | $142,382+47.9% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.9%+16.9pp | 80.1%+15.7pp |
| Annual return | 14.41% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $7,431 | $5,069+46.6% | $4,333+71.5% | $4,299+72.9% |
| Participant deferral / active EE | $11,240 | $6,956+61.6% | $6,158+82.5% | $6,507+72.7% |
| Admin fee / account holder | $14,225 | $17,272-17.6% | $14,255-0.2% | $12,624+12.7% |