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 8-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 | $178,048 | $165,335+7.7% | $149,696+18.9% | $158,922+12.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.69% | 348.15%-338.5pp | 276.60%-266.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,928 | $5,103-42.6% | $4,644-37.0% | $4,761-38.5% |
| Participant deferral / active EE | $8,709 | $7,181+21.3% | $6,842+27.3% | $5,982+45.6% |
| Admin fee / account holder | $11,129 | $10,807+3.0% | $9,309+19.6% | $11,246-1.0% |