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 | $192,410 | $202,432-5.0% | $169,368+13.6% | $139,434+38.0% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.60% | 531.74%-520.1pp | 405.60%-394.0pp | 372.94%-361.3pp |
| Employer contribution / active EE | $964 | $4,692-79.5% | $4,013-76.0% | $4,751-79.7% |
| Participant deferral / active EE | $9,636 | $6,938+38.9% | $6,221+54.9% | $6,710+43.6% |
| Admin fee / account holder | $5,398 | $10,708-49.6% | $9,003-40.0% | $11,403-52.7% |