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 | $230,343 | $165,335+39.3% | $149,696+53.9% | $158,922+44.9% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 9.90% | 348.15%-338.2pp | 276.60%-266.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $6,264 | $5,103+22.8% | $4,644+34.9% | $4,761+31.6% |
| Participant deferral / active EE | $7,346 | $7,181+2.3% | $6,842+7.4% | $5,982+22.8% |
| Admin fee / account holder | $106,731 | $10,807+887.7% | $9,309+1046.6% | $11,246+849.1% |