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 | $205,865 | $183,963+11.9% | $162,163+26.9% | $152,861+34.7% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 19.75% | 150.76%-131.0pp | 115.59%-95.8pp | 345.32%-325.6pp |
| Employer contribution / active EE | $5,393 | $6,371-15.3% | $5,614-3.9% | $4,762+13.2% |
| Participant deferral / active EE | $14,248 | $8,034+77.4% | $7,298+95.2% | $5,850+143.6% |
| Admin fee / account holder | $1,749 | $13,121-86.7% | $10,843-83.9% | $11,596-84.9% |