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 | $200,924 | $148,534+35.3% | $135,903+47.8% | $139,434+44.1% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 17.01% | 79.19%-62.2pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $5,023 | $5,243-4.2% | $4,856+3.4% | $4,751+5.7% |
| Participant deferral / active EE | $8,384 | $8,100+3.5% | $7,758+8.1% | $6,710+24.9% |
| Admin fee / account holder | $15,079 | $12,400+21.6% | $10,762+40.1% | $11,403+32.2% |