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 6-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 | $193,844 | $201,272-3.7% | $184,203+5.2% | $145,922+32.8% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.6pp |
| Annual return | 27.34% | 29.00%-1.7pp | 28.81%-1.5pp | 561.29%-533.9pp |
| Employer contribution / active EE | $29,388 | $7,022+318.5% | $6,427+357.2% | $4,660+530.7% |
| Participant deferral / active EE | $15,352 | $9,806+56.6% | $9,131+68.1% | $6,688+129.6% |
| Admin fee / account holder | $21,241 | $16,364+29.8% | $13,901+52.8% | $13,397+58.5% |