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 | $199,010 | $159,901+24.5% | $146,958+35.4% | $145,922+36.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.79% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $9,104 | $5,286+72.2% | $4,933+84.6% | $4,660+95.4% |
| Participant deferral / active EE | $8,593 | $8,428+2.0% | $8,070+6.5% | $6,688+28.5% |
| Admin fee / account holder | $11,577 | $15,044-23.0% | $12,998-10.9% | $13,397-13.6% |