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 | $190,505 | $198,466-4.0% | $170,442+11.8% | $147,584+29.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.65% | 257.29%-238.6pp | 205.93%-187.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,835 | $6,184-54.2% | $5,433-47.8% | $4,876-41.9% |
| Participant deferral / active EE | $7,912 | $5,629+40.5% | $4,939+60.2% | $5,439+45.5% |
| Admin fee / account holder | $1,639 | $16,852-90.3% | $13,880-88.2% | $10,885-84.9% |