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 3-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 | $238,082 | $177,572+34.1% | $154,803+53.8% | $142,382+67.2% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 11.93% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $10,172 | $4,810+111.4% | $4,305+136.2% | $4,299+136.6% |
| Participant deferral / active EE | $9,032 | $6,272+44.0% | $5,540+63.0% | $6,507+38.8% |
| Admin fee / account holder | $2,488 | $16,786-85.2% | $14,329-82.6% | $12,624-80.3% |