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 | $217,568 | $214,378+1.5% | $200,582+8.5% | $142,382+52.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 18.73% | 46.41%-27.7pp | 42.33%-23.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $11,131 | $6,841+62.7% | $6,419+73.4% | $4,299+158.9% |
| Participant deferral / active EE | $8,352 | $9,865-15.3% | $9,331-10.5% | $6,507+28.4% |
| Admin fee / account holder | $11,016 | $17,692-37.7% | $16,305-32.4% | $12,624-12.7% |