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 | $202,623 | $201,272+0.7% | $184,203+10.0% | $145,922+38.9% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 9.74% | 29.00%-19.3pp | 28.81%-19.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $12,569 | $7,022+79.0% | $6,427+95.6% | $4,660+169.7% |
| Participant deferral / active EE | $8,937 | $9,806-8.9% | $9,131-2.1% | $6,688+33.6% |
| Admin fee / account holder | $40,916 | $16,364+150.0% | $13,901+194.3% | $13,397+205.4% |