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 | $206,761 | $209,411-1.3% | $178,490+15.8% | $158,922+30.1% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 11.67% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $4,003 | $5,706-29.8% | $5,011-20.1% | $4,761-15.9% |
| Participant deferral / active EE | $9,052 | $5,954+52.0% | $5,202+74.0% | $5,982+51.3% |
| Admin fee / account holder | $1,063 | $17,074-93.8% | $13,984-92.4% | $11,246-90.5% |