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 | $215,425 | $228,332-5.7% | $185,823+15.9% | $158,922+35.6% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 9.83% | 40.80%-31.0pp | 35.95%-26.1pp | 302.83%-293.0pp |
| Employer contribution / active EE | $4,109 | $4,967-17.3% | $4,087+0.5% | $4,761-13.7% |
| Participant deferral / active EE | $8,774 | $6,415+36.8% | $5,632+55.8% | $5,982+46.7% |
| Admin fee / account holder | $14,649 | $11,864+23.5% | $9,500+54.2% | $11,246+30.3% |