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 | $199,766 | $226,064-11.6% | $182,532+9.4% | $152,861+30.7% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.0%+11.5pp | 82.4%+7.0pp |
| Annual return | 18.03% | 192.51%-174.5pp | 148.54%-130.5pp | 345.32%-327.3pp |
| Employer contribution / active EE | $915 | $4,978-81.6% | $4,076-77.6% | $4,762-80.8% |
| Participant deferral / active EE | $9,872 | $6,368+55.0% | $5,524+78.7% | $5,850+68.7% |
| Admin fee / account holder | $32,506 | $10,703+203.7% | $8,592+278.3% | $11,596+180.3% |