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 | $213,348 | $214,378-0.5% | $200,582+6.4% | $142,382+49.8% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 15.72% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,958 | $6,841-42.2% | $6,419-38.3% | $4,299-7.9% |
| Participant deferral / active EE | $13,296 | $9,865+34.8% | $9,331+42.5% | $6,507+104.3% |
| Admin fee / account holder | $1,299 | $17,692-92.7% | $16,305-92.0% | $12,624-89.7% |