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 | $200,428 | $159,602+25.6% | $150,045+33.6% | $142,382+40.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 12.82% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,592 | $4,961-47.7% | $4,693-44.8% | $4,299-39.7% |
| Participant deferral / active EE | $5,582 | $8,310-32.8% | $7,997-30.2% | $6,507-14.2% |
| Admin fee / account holder | $113,553 | $14,846+664.9% | $13,435+745.2% | $12,624+799.5% |