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 | $232,241 | $232,540-0.1% | $185,117+25.5% | $147,584+57.4% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 19.43% | 43.03%-23.6pp | 40.50%-21.1pp | 578.55%-559.1pp |
| Employer contribution / active EE | $6,137 | $5,195+18.1% | $4,182+46.8% | $4,876+25.9% |
| Participant deferral / active EE | $7,051 | $5,834+20.9% | $5,045+39.8% | $5,439+29.6% |
| Admin fee / account holder | $795 | $10,275-92.3% | $8,159-90.3% | $10,885-92.7% |