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 | $221,348 | $175,202+26.3% | $149,673+47.9% | $139,434+58.7% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 22.52% | 166.71%-144.2pp | 134.42%-111.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $6,687 | $5,474+22.1% | $4,818+38.8% | $4,751+40.7% |
| Participant deferral / active EE | $5,052 | $6,519-22.5% | $5,680-11.1% | $6,710-24.7% |
| Admin fee / account holder | $2,505 | $16,150-84.5% | $13,210-81.0% | $11,403-78.0% |