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 3-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 | $187,375 | $179,726+4.3% | $156,263+19.9% | $142,382+31.6% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 18.51% | 77.86%-59.3pp | 59.47%-41.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $13,484 | $5,069+166.0% | $4,333+211.2% | $4,299+213.6% |
| Participant deferral / active EE | $12,091 | $6,956+73.8% | $6,158+96.3% | $6,507+85.8% |
| Admin fee / account holder | $36,128 | $17,272+109.2% | $14,255+153.4% | $12,624+186.2% |