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 | $242,876 | $148,534+63.5% | $135,903+78.7% | $139,434+74.2% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 21.88% | 79.19%-57.3pp | 68.23%-46.4pp | 372.94%-351.1pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $22,074 | $8,100+172.5% | $7,758+184.5% | $6,710+229.0% |
| Admin fee / account holder | $1,069 | $12,400-91.4% | $10,762-90.1% | $11,403-90.6% |