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 6-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 | $190,727 | $217,402-12.3% | $185,823+2.6% | $167,490+13.9% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 12.89% | 148.36%-135.5pp | 122.05%-109.2pp | 478.56%-465.7pp |
| Employer contribution / active EE | $10,879 | $5,873+85.2% | $5,167+110.5% | $4,837+124.9% |
| Participant deferral / active EE | $5,803 | $6,356-8.7% | $5,568+4.2% | $6,341-8.5% |
| Admin fee / account holder | $5,330 | $19,811-73.1% | $16,237-67.2% | $12,309-56.7% |