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 | $217,925 | $183,963+18.5% | $162,163+34.4% | $152,861+42.6% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 19.35% | 150.76%-131.4pp | 115.59%-96.2pp | 345.32%-326.0pp |
| Employer contribution / active EE | $6,016 | $6,371-5.6% | $5,614+7.2% | $4,762+26.3% |
| Participant deferral / active EE | $7,630 | $8,034-5.0% | $7,298+4.5% | $5,850+30.4% |
| Admin fee / account holder | $3,403 | $13,121-74.1% | $10,843-68.6% | $11,596-70.7% |