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 | $200,460 | $185,822+7.9% | $169,993+17.9% | $139,434+43.8% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 17.58% | 60.50%-42.9pp | 53.37%-35.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $18,590 | $7,590+144.9% | $6,785+174.0% | $4,751+291.3% |
| Participant deferral / active EE | $8,581 | $11,622-26.2% | $10,408-17.6% | $6,710+27.9% |
| Admin fee / account holder | $12,255 | $15,381-20.3% | $12,815-4.4% | $11,403+7.5% |