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 | $211,827 | $202,432+4.6% | $169,368+25.1% | $139,434+51.9% |
| Participation rate | 87.0% | 81.1%+5.9pp | 77.1%+9.8pp | 80.3%+6.6pp |
| Annual return | 19.31% | 531.74%-512.4pp | 405.60%-386.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $11,804 | $6,938+70.1% | $6,221+89.7% | $6,710+75.9% |
| Admin fee / account holder | $1,298 | $10,708-87.9% | $9,003-85.6% | $11,403-88.6% |