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 | $185,791 | $177,572+4.6% | $154,803+20.0% | $142,382+30.5% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 13.06% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,762 | $4,810-21.8% | $4,305-12.6% | $4,299-12.5% |
| Participant deferral / active EE | $11,294 | $6,272+80.1% | $5,540+103.9% | $6,507+73.6% |
| Admin fee / account holder | $18,341 | $16,786+9.3% | $14,329+28.0% | $12,624+45.3% |