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 | $177,234 | $159,901+10.8% | $146,958+20.6% | $145,922+21.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 10.44% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $10,848 | $5,286+105.2% | $4,933+119.9% | $4,660+132.8% |
| Participant deferral / active EE | $10,782 | $8,428+27.9% | $8,070+33.6% | $6,688+61.2% |
| Admin fee / account holder | $2,109 | $15,044-86.0% | $12,998-83.8% | $13,397-84.3% |