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 | $190,431 | $217,402-12.4% | $185,823+2.5% | $167,490+13.7% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 16.61% | 148.36%-131.8pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $5,501 | $5,873-6.3% | $5,167+6.5% | $4,837+13.7% |
| Participant deferral / active EE | $2,455 | $6,356-61.4% | $5,568-55.9% | $6,341-61.3% |
| Admin fee / account holder | $2,803 | $19,811-85.8% | $16,237-82.7% | $12,309-77.2% |