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 | $188,894 | $165,335+14.2% | $149,696+26.2% | $158,922+18.9% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 16.56% | 348.15%-331.6pp | 276.60%-260.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,404 | $5,103-33.3% | $4,644-26.7% | $4,761-28.5% |
| Participant deferral / active EE | $9,310 | $7,181+29.6% | $6,842+36.1% | $5,982+55.6% |
| Admin fee / account holder | $1,598 | $10,807-85.2% | $9,309-82.8% | $11,246-85.8% |