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 7-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 | $217,350 | $217,4020% | $185,823+17.0% | $167,490+29.8% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 16.41% | 148.36%-131.9pp | 122.05%-105.6pp | 478.56%-462.1pp |
| Employer contribution / active EE | $10,095 | $5,873+71.9% | $5,167+95.4% | $4,837+108.7% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $7,567 | $19,811-61.8% | $16,237-53.4% | $12,309-38.5% |