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 | $200,293 | $163,101+22.8% | $136,749+46.5% | $142,382+40.7% |
| Participation rate | 93.3% | 78.2%+15.1pp | 72.1%+21.2pp | 80.1%+13.2pp |
| Annual return | 20.24% | 27.54%-7.3pp | 24.33%-4.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,555 | $4,117-13.6% | $3,400+4.6% | $4,299-17.3% |
| Participant deferral / active EE | $9,510 | $5,585+70.3% | $4,692+102.7% | $6,507+46.1% |
| Admin fee / account holder | $1,870 | $14,318-86.9% | $11,386-83.6% | $12,624-85.2% |