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 | $205,386 | $217,402-5.5% | $185,823+10.5% | $167,490+22.6% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 13.77% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,824 | $5,873-51.9% | $5,167-45.4% | $4,837-41.6% |
| Participant deferral / active EE | $6,430 | $6,356+1.2% | $5,568+15.5% | $6,341+1.4% |
| Admin fee / account holder | $6,432 | $19,811-67.5% | $16,237-60.4% | $12,309-47.7% |