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 | $216,770 | $209,411+3.5% | $178,490+21.4% | $158,922+36.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.44% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,250 | $5,954+38.6% | $5,202+58.6% | $5,982+37.9% |
| Admin fee / account holder | $1,984 | $17,074-88.4% | $13,984-85.8% | $11,246-82.4% |