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 | $200,606 | $201,272-0.3% | $184,203+8.9% | $145,922+37.5% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 11.26% | 29.00%-17.7pp | 28.81%-17.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,731 | $7,022-32.6% | $6,427-26.4% | $4,660+1.5% |
| Participant deferral / active EE | $12,002 | $9,806+22.4% | $9,131+31.4% | $6,688+79.5% |
| Admin fee / account holder | $2,337 | $16,364-85.7% | $13,901-83.2% | $13,397-82.6% |