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 | $246,272 | $114,381+115.3% | $107,525+129.0% | $142,382+73.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 15.61% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,445 | $4,015+10.7% | $3,754+18.4% | $4,299+3.4% |
| Participant deferral / active EE | $11,907 | $5,564+114.0% | $5,116+132.7% | $6,507+83.0% |
| Admin fee / account holder | $18,550 | $9,860+88.1% | $8,919+108.0% | $12,624+46.9% |