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 | $191,139 | $202,318-5.5% | $172,739+10.7% | $152,861+25.0% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 16.54% | 1029.65%-1013.1pp | 802.84%-786.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,517 | $5,856-57.0% | $5,143-51.1% | $4,762-47.2% |
| Participant deferral / active EE | $4,859 | $5,948-18.3% | $5,198-6.5% | $5,850-16.9% |
| Admin fee / account holder | $18,737 | $17,109+9.5% | $13,954+34.3% | $11,596+61.6% |