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 | $198,315 | $159,901+24.0% | $146,958+34.9% | $145,922+35.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.34% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,962 | $5,286-44.0% | $4,933-40.0% | $4,660-36.4% |
| Participant deferral / active EE | $8,153 | $8,428-3.3% | $8,070+1.0% | $6,688+21.9% |
| Admin fee / account holder | $1,571 | $15,044-89.6% | $12,998-87.9% | $13,397-88.3% |