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 | $213,391 | $228,332-6.5% | $185,823+14.8% | $158,922+34.3% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 10.77% | 40.80%-30.0pp | 35.95%-25.2pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,004 | $4,967-79.8% | $4,087-75.4% | $4,761-78.9% |
| Participant deferral / active EE | $9,002 | $6,415+40.3% | $5,632+59.8% | $5,982+50.5% |
| Admin fee / account holder | $32,358 | $11,864+172.7% | $9,500+240.6% | $11,246+187.7% |