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 7-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 | $171,339 | $217,402-21.2% | $185,823-7.8% | $167,490+2.3% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 14.46% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $7,989 | $5,873+36.0% | $5,167+54.6% | $4,837+65.1% |
| Participant deferral / active EE | $11,489 | $6,356+80.8% | $5,568+106.3% | $6,341+81.2% |
| Admin fee / account holder | $2,679 | $19,811-86.5% | $16,237-83.5% | $12,309-78.2% |