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 | $181,088 | $202,318-10.5% | $172,739+4.8% | $152,861+18.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 21.17% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $6,819 | $5,856+16.4% | $5,143+32.6% | $4,762+43.2% |
| Participant deferral / active EE | $3,359 | $5,948-43.5% | $5,198-35.4% | $5,850-42.6% |
| Admin fee / account holder | $1,545 | $17,109-91.0% | $13,954-88.9% | $11,596-86.7% |