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 | $199,200 | $210,648-5.4% | $177,989+11.9% | $145,922+36.5% |
| Participation rate | 95.2% | 80.8%+14.5pp | 77.1%+18.2pp | 80.3%+15.0pp |
| Annual return | 14.22% | 385.86%-371.6pp | 294.48%-280.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $4,959 | $4,565+8.6% | $3,949+25.6% | $4,660+6.4% |
| Participant deferral / active EE | $7,886 | $6,958+13.3% | $6,276+25.7% | $6,688+17.9% |
| Admin fee / account holder | $11,239 | $12,013-6.4% | $10,363+8.5% | $13,397-16.1% |