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 | $201,815 | $185,822+8.6% | $169,993+18.7% | $139,434+44.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.27% | 60.50%-42.2pp | 53.37%-35.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,489 | $7,590-80.4% | $6,785-78.1% | $4,751-68.7% |
| Participant deferral / active EE | $4,695 | $11,622-59.6% | $10,408-54.9% | $6,710-30.0% |
| Admin fee / account holder | $1,569 | $15,381-89.8% | $12,815-87.8% | $11,403-86.2% |