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 | $210,470 | $209,411+0.5% | $178,490+17.9% | $158,922+32.4% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 6.36% | 188.75%-182.4pp | 151.07%-144.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $3,771 | $5,706-33.9% | $5,011-24.7% | $4,761-20.8% |
| Participant deferral / active EE | $9,710 | $5,954+63.1% | $5,202+86.7% | $5,982+62.3% |
| Admin fee / account holder | $25,767 | $17,074+50.9% | $13,984+84.3% | $11,246+129.1% |