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 9-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 | $199,925 | $217,402-8.0% | $185,823+7.6% | $167,490+19.4% |
| Participation rate | 94.7% | 86.0%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 13.20% | 148.36%-135.2pp | 122.05%-108.8pp | 478.56%-465.4pp |
| Employer contribution / active EE | $7,579 | $5,873+29.0% | $5,167+46.7% | $4,837+56.7% |
| Participant deferral / active EE | $5,660 | $6,356-11.0% | $5,568+1.7% | $6,341-10.7% |
| Admin fee / account holder | $13,674 | $19,811-31.0% | $16,237-15.8% | $12,309+11.1% |