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 9-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 | $217,153 | $175,202+23.9% | $149,673+45.1% | $139,434+55.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 17.78% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,985 | $5,474-63.7% | $4,818-58.8% | $4,751-58.2% |
| Participant deferral / active EE | $4,537 | $6,519-30.4% | $5,680-20.1% | $6,710-32.4% |
| Admin fee / account holder | $13,900 | $16,150-13.9% | $13,210+5.2% | $11,403+21.9% |