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 | $220,691 | $197,591+11.7% | $177,821+24.1% | $158,922+38.9% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.7%+0.5pp | 82.0%+6.3pp |
| Annual return | 8.84% | 58.76%-49.9pp | 48.32%-39.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $5,055 | $6,697-24.5% | $5,918-14.6% | $4,761+6.2% |
| Participant deferral / active EE | $7,633 | $8,405-9.2% | $7,714-1.1% | $5,982+27.6% |
| Admin fee / account holder | $82,380 | $15,399+435.0% | $12,427+562.9% | $11,246+632.5% |