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 | $196,783 | $209,832-6.2% | $189,513+3.8% | $167,490+17.5% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 16.08% | 748.27%-732.2pp | 555.15%-539.1pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,628 | $6,914-76.5% | $6,162-73.6% | $4,837-66.4% |
| Participant deferral / active EE | $9,625 | $8,935+7.7% | $8,221+17.1% | $6,341+51.8% |
| Admin fee / account holder | $829 | $14,293-94.2% | $12,045-93.1% | $12,309-93.3% |