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 | $212,096 | $214,378-1.1% | $200,582+5.7% | $142,382+49.0% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 11.88% | 46.41%-34.5pp | 42.33%-30.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $5,977 | $6,841-12.6% | $6,419-6.9% | $4,299+39.0% |
| Participant deferral / active EE | $8,816 | $9,865-10.6% | $9,331-5.5% | $6,507+35.5% |
| Admin fee / account holder | $48,824 | $17,692+176.0% | $16,305+199.4% | $12,624+286.8% |