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 | $218,221 | $165,335+32.0% | $149,696+45.8% | $158,922+37.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 12.22% | 348.15%-335.9pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $18,941 | $5,103+271.2% | $4,644+307.8% | $4,761+297.8% |
| Participant deferral / active EE | $12,286 | $7,181+71.1% | $6,842+79.6% | $5,982+105.4% |
| Admin fee / account holder | $142,506 | $10,807+1218.7% | $9,309+1430.9% | $11,246+1167.2% |