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 | $191,238 | $159,901+19.6% | $146,958+30.1% | $145,922+31.1% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 21.98% | 98.13%-76.2pp | 418.34%-396.4pp | 561.29%-539.3pp |
| Employer contribution / active EE | $6,916 | $5,286+30.8% | $4,933+40.2% | $4,660+48.4% |
| Participant deferral / active EE | $11,661 | $8,428+38.4% | $8,070+44.5% | $6,688+74.4% |
| Admin fee / account holder | $9,668 | $15,044-35.7% | $12,998-25.6% | $13,397-27.8% |