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 | $171,138 | $226,064-24.3% | $182,532-6.2% | $152,861+12.0% |
| Participation rate | 86.4% | 82.5%+3.9pp | 78.0%+8.4pp | 82.4%+3.9pp |
| Annual return | 22.87% | 192.51%-169.6pp | 148.54%-125.7pp | 345.32%-322.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,711 | $6,368+99.6% | $5,524+130.1% | $5,850+117.3% |
| Admin fee / account holder | $23,657 | $10,703+121.0% | $8,592+175.3% | $11,596+104.0% |