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 | $208,322 | $159,602+30.5% | $150,045+38.8% | $142,382+46.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.41% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $16,667 | $4,961+236.0% | $4,693+255.1% | $4,299+287.7% |
| Participant deferral / active EE | $15,876 | $8,310+91.0% | $7,997+98.5% | $6,507+144.0% |
| Admin fee / account holder | $9,296 | $14,846-37.4% | $13,435-30.8% | $12,624-26.4% |