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 | $199,088 | $165,335+20.4% | $149,696+33.0% | $158,922+25.3% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 9.85% | 348.15%-338.3pp | 276.60%-266.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $3,603 | $5,103-29.4% | $4,644-22.4% | $4,761-24.3% |
| Participant deferral / active EE | $10,848 | $7,181+51.1% | $6,842+58.6% | $5,982+81.3% |
| Admin fee / account holder | $2,146 | $10,807-80.1% | $9,309-76.9% | $11,246-80.9% |