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 | $193,568 | $160,055+20.9% | $140,016+38.2% | $135,375+43.0% |
| Participation rate | 90.5% | 88.5%+2.0pp | 87.5%+3.0pp | 82.6%+7.8pp |
| Annual return | 9.54% | 911.38%-901.8pp | 651.12%-641.6pp | 519.73%-510.2pp |
| Employer contribution / active EE | $3,414 | $6,420-46.8% | $5,606-39.1% | $4,779-28.6% |
| Participant deferral / active EE | $5,062 | $7,642-33.8% | $6,927-26.9% | $5,609-9.8% |
| Admin fee / account holder | $525 | $13,328-96.1% | $10,705-95.1% | $10,827-95.2% |