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 | $201,085 | $165,335+21.6% | $149,696+34.3% | $158,922+26.5% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 11.31% | 348.15%-336.8pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $3,182 | $5,103-37.6% | $4,644-31.5% | $4,761-33.2% |
| Participant deferral / active EE | $3,201 | $7,181-55.4% | $6,842-53.2% | $5,982-46.5% |
| Admin fee / account holder | $13,700 | $10,807+26.8% | $9,309+47.2% | $11,246+21.8% |