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 8-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 | $169,623 | $165,984+2.2% | $164,813+2.9% | $145,922+16.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 14.06% | 100.03%-86.0pp | 69.93%-55.9pp | 561.29%-547.2pp |
| Employer contribution / active EE | $10,839 | $5,273+105.6% | $4,341+149.7% | $4,660+132.6% |
| Participant deferral / active EE | $7,022 | $6,959+0.9% | $6,031+16.4% | $6,688+5.0% |
| Admin fee / account holder | $16,695 | $16,648+0.3% | $12,690+31.6% | $13,397+24.6% |