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 | $187,719 | $183,963+2.0% | $162,163+15.8% | $152,861+22.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 18.95% | 150.76%-131.8pp | 115.59%-96.6pp | 345.32%-326.4pp |
| Employer contribution / active EE | $20,769 | $6,371+226.0% | $5,614+270.0% | $4,762+336.1% |
| Participant deferral / active EE | $19,490 | $8,034+142.6% | $7,298+167.1% | $5,850+233.2% |
| Admin fee / account holder | $57,581 | $13,121+338.8% | $10,843+431.1% | $11,596+396.5% |