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 | $163,757 | $183,963-11.0% | $162,163+1.0% | $152,861+7.1% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 26.60% | 150.76%-124.2pp | 115.59%-89.0pp | 345.32%-318.7pp |
| Employer contribution / active EE | $4,774 | $6,371-25.1% | $5,614-15.0% | $4,762+0.2% |
| Participant deferral / active EE | $3,012 | $8,034-62.5% | $7,298-58.7% | $5,850-48.5% |
| Admin fee / account holder | $7,532 | $13,121-42.6% | $10,843-30.5% | $11,596-35.1% |