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 | $197,664 | $202,432-2.4% | $169,368+16.7% | $139,434+41.8% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 9.32% | 531.74%-522.4pp | 405.60%-396.3pp | 372.94%-363.6pp |
| Employer contribution / active EE | $3,188 | $4,692-32.1% | $4,013-20.6% | $4,751-32.9% |
| Participant deferral / active EE | $6,091 | $6,938-12.2% | $6,221-2.1% | $6,710-9.2% |
| Admin fee / account holder | $1,244 | $10,708-88.4% | $9,003-86.2% | $11,403-89.1% |