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 | $187,115 | $159,901+17.0% | $146,958+27.3% | $145,922+28.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.92% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $6,021 | $5,286+13.9% | $4,933+22.0% | $4,660+29.2% |
| Participant deferral / active EE | $9,309 | $8,428+10.5% | $8,070+15.4% | $6,688+39.2% |
| Admin fee / account holder | $10,713 | $15,044-28.8% | $12,998-17.6% | $13,397-20.0% |