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 | $197,792 | $183,519+7.8% | $155,509+27.2% | $145,922+35.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 10.66% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $12,323 | $5,313+132.0% | $4,672+163.7% | $4,660+164.5% |
| Participant deferral / active EE | $8,674 | $6,462+34.2% | $5,626+54.2% | $6,688+29.7% |
| Admin fee / account holder | $8,912 | $19,313-53.9% | $15,912-44.0% | $13,397-33.5% |