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 | $190,416 | $179,726+5.9% | $156,263+21.9% | $142,382+33.7% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.9%+11.6pp | 80.1%+10.4pp |
| Annual return | 31.38% | 77.86%-46.5pp | 59.47%-28.1pp | 217.08%-185.7pp |
| Employer contribution / active EE | $16,376 | $5,069+223.0% | $4,333+277.9% | $4,299+280.9% |
| Participant deferral / active EE | $8,999 | $6,956+29.4% | $6,158+46.1% | $6,507+38.3% |
| Admin fee / account holder | $391 | $17,272-97.7% | $14,255-97.3% | $12,624-96.9% |