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 5-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 | $237,895 | $217,402+9.4% | $185,823+28.0% | $167,490+42.0% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 9.43% | 148.36%-138.9pp | 122.05%-112.6pp | 478.56%-469.1pp |
| Employer contribution / active EE | $4,719 | $5,873-19.6% | $5,167-8.7% | $4,837-2.4% |
| Participant deferral / active EE | $9,762 | $6,356+53.6% | $5,568+75.3% | $6,341+53.9% |
| Admin fee / account holder | $988 | $19,811-95.0% | $16,237-93.9% | $12,309-92.0% |