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 | $210,707 | $183,519+14.8% | $155,509+35.5% | $145,922+44.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.28% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,681 | $5,313-49.5% | $4,672-42.6% | $4,660-42.5% |
| Participant deferral / active EE | $12,547 | $6,462+94.2% | $5,626+123.0% | $6,688+87.6% |
| Admin fee / account holder | $36,965 | $19,313+91.4% | $15,912+132.3% | $13,397+175.9% |