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 | $217,669 | $183,519+18.6% | $155,509+40.0% | $145,922+49.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.45% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,626 | $6,462-28.4% | $5,626-17.8% | $6,688-30.8% |
| Admin fee / account holder | $112,825 | $19,313+484.2% | $15,912+609.1% | $13,397+742.2% |