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 | $208,487 | $185,822+12.2% | $169,993+22.6% | $139,434+49.5% |
| Participation rate | 95.7% | 87.8%+7.9pp | 87.0%+8.7pp | 80.3%+15.3pp |
| Annual return | 19.96% | 60.50%-40.5pp | 53.37%-33.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $6,680 | $7,590-12.0% | $6,785-1.6% | $4,751+40.6% |
| Participant deferral / active EE | $13,482 | $11,622+16.0% | $10,408+29.5% | $6,710+100.9% |
| Admin fee / account holder | $28,988 | $15,381+88.5% | $12,815+126.2% | $11,403+154.2% |