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 | $173,475 | $183,963-5.7% | $162,163+7.0% | $152,861+13.5% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 17.41% | 150.76%-133.3pp | 115.59%-98.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $3,209 | $6,371-49.6% | $5,614-42.8% | $4,762-32.6% |
| Participant deferral / active EE | $6,941 | $8,034-13.6% | $7,298-4.9% | $5,850+18.6% |
| Admin fee / account holder | $1,643 | $13,121-87.5% | $10,843-84.8% | $11,596-85.8% |