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 | $200,676 | $148,534+35.1% | $135,903+47.7% | $139,434+43.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.63% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $6,591 | $5,243+25.7% | $4,856+35.7% | $4,751+38.7% |
| Participant deferral / active EE | $14,020 | $8,100+73.1% | $7,758+80.7% | $6,710+108.9% |
| Admin fee / account holder | $6,269 | $12,400-49.4% | $10,762-41.7% | $11,403-45.0% |