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 | $200,413 | $209,411-4.3% | $178,490+12.3% | $158,922+26.1% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 7.45% | 188.75%-181.3pp | 151.07%-143.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,364 | $5,706-76.1% | $5,011-72.8% | $4,761-71.4% |
| Participant deferral / active EE | $7,643 | $5,954+28.4% | $5,202+46.9% | $5,982+27.8% |
| Admin fee / account holder | $25,566 | $17,074+49.7% | $13,984+82.8% | $11,246+127.3% |