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 | $199,598 | $217,402-8.2% | $185,823+7.4% | $167,490+19.2% |
| Participation rate | 94.1% | 86.0%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 17.50% | 148.36%-130.9pp | 122.05%-104.5pp | 478.56%-461.1pp |
| Employer contribution / active EE | $3,497 | $5,873-40.5% | $5,167-32.3% | $4,837-27.7% |
| Participant deferral / active EE | $6,838 | $6,356+7.6% | $5,568+22.8% | $6,341+7.8% |
| Admin fee / account holder | $513 | $19,811-97.4% | $16,237-96.8% | $12,309-95.8% |