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 | $186,133 | $148,534+25.3% | $135,903+37.0% | $139,434+33.5% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 22.98% | 79.19%-56.2pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $15,842 | $5,243+202.2% | $4,856+226.2% | $4,751+233.5% |
| Participant deferral / active EE | $17,218 | $8,100+112.6% | $7,758+121.9% | $6,710+156.6% |
| Admin fee / account holder | $23,653 | $12,400+90.8% | $10,762+119.8% | $11,403+107.4% |