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 | $216,043 | $209,411+3.2% | $178,490+21.0% | $158,922+35.9% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 33.01% | 188.75%-155.7pp | 151.07%-118.1pp | 302.83%-269.8pp |
| Employer contribution / active EE | $8,611 | $5,706+50.9% | $5,011+71.9% | $4,761+80.9% |
| Participant deferral / active EE | $4,273 | $5,954-28.2% | $5,202-17.8% | $5,982-28.6% |
| Admin fee / account holder | $3,189 | $17,074-81.3% | $13,984-77.2% | $11,246-71.6% |