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 | $201,676 | $209,411-3.7% | $178,490+13.0% | $158,922+26.9% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.42% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,489 | $5,706-73.9% | $5,011-70.3% | $4,761-68.7% |
| Participant deferral / active EE | $6,929 | $5,954+16.4% | $5,202+33.2% | $5,982+15.8% |
| Admin fee / account holder | $10,053 | $17,074-41.1% | $13,984-28.1% | $11,246-10.6% |