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 | $185,267 | $165,335+12.1% | $149,696+23.8% | $158,922+16.6% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 10.79% | 348.15%-337.4pp | 276.60%-265.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $5,585 | $5,103+9.5% | $4,644+20.3% | $4,761+17.3% |
| Participant deferral / active EE | $9,790 | $7,181+36.3% | $6,842+43.1% | $5,982+63.7% |
| Admin fee / account holder | $15,896 | $10,807+47.1% | $9,309+70.8% | $11,246+41.4% |