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 | $247,136 | $217,402+13.7% | $185,823+33.0% | $167,490+47.6% |
| Participation rate | 94.4% | 86.0%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 17.95% | 148.36%-130.4pp | 122.05%-104.1pp | 478.56%-460.6pp |
| Employer contribution / active EE | $6,642 | $5,873+13.1% | $5,167+28.5% | $4,837+37.3% |
| Participant deferral / active EE | $7,007 | $6,356+10.2% | $5,568+25.8% | $6,341+10.5% |
| Admin fee / account holder | $17,738 | $19,811-10.5% | $16,237+9.2% | $12,309+44.1% |