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 | $165,222 | $144,119+14.6% | $117,854+40.2% | $147,584+12.0% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 18.93% | 531.15%-512.2pp | 335.08%-316.1pp | 578.55%-559.6pp |
| Employer contribution / active EE | $3,844 | $4,896-21.5% | $3,786+1.5% | $4,876-21.2% |
| Participant deferral / active EE | $9,561 | $5,316+79.9% | $4,482+113.3% | $5,439+75.8% |
| Admin fee / account holder | $9,896 | $10,886-9.1% | $8,020+23.4% | $10,885-9.1% |