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 | $193,263 | $176,056+9.8% | $159,436+21.2% | $167,490+15.4% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 13.11% | 331.75%-318.6pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $5,908 | $5,297+11.5% | $4,829+22.3% | $4,837+22.1% |
| Participant deferral / active EE | $14,861 | $7,750+91.8% | $7,352+102.1% | $6,341+134.4% |
| Admin fee / account holder | $85,877 | $12,554+584.1% | $10,799+695.3% | $12,309+597.7% |