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 8-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 | $196,372 | $198,466-1.1% | $170,442+15.2% | $147,584+33.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 17.60% | 257.29%-239.7pp | 205.93%-188.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $26,140 | $6,184+322.7% | $5,433+381.2% | $4,876+436.1% |
| Participant deferral / active EE | $14,287 | $5,629+153.8% | $4,939+189.2% | $5,439+162.7% |
| Admin fee / account holder | $1,558 | $16,852-90.8% | $13,880-88.8% | $10,885-85.7% |