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 | $189,712 | $201,272-5.7% | $184,203+3.0% | $145,922+30.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.71% | 29.00%-12.3pp | 28.81%-12.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $7,603 | $7,022+8.3% | $6,427+18.3% | $4,660+63.2% |
| Participant deferral / active EE | $19,575 | $9,806+99.6% | $9,131+114.4% | $6,688+192.7% |
| Admin fee / account holder | $2,127 | $16,364-87.0% | $13,901-84.7% | $13,397-84.1% |