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 | $204,965 | $202,432+1.3% | $169,368+21.0% | $139,434+47.0% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 18.90% | 531.74%-512.8pp | 405.60%-386.7pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,306 | $4,692-29.5% | $4,013-17.6% | $4,751-30.4% |
| Participant deferral / active EE | $12,082 | $6,938+74.1% | $6,221+94.2% | $6,710+80.1% |
| Admin fee / account holder | $25,009 | $10,708+133.6% | $9,003+177.8% | $11,403+119.3% |