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 | $143,273 | $198,466-27.8% | $170,442-15.9% | $147,584-2.9% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.03% | 257.29%-240.3pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $12,891 | $6,184+108.5% | $5,433+137.3% | $4,876+164.4% |
| Participant deferral / active EE | $6,850 | $5,629+21.7% | $4,939+38.7% | $5,439+25.9% |
| Admin fee / account holder | $1,779 | $16,852-89.4% | $13,880-87.2% | $10,885-83.7% |