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 | $181,262 | $210,648-14.0% | $177,989+1.8% | $145,922+24.2% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 14.34% | 385.86%-371.5pp | 294.48%-280.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $6,739 | $4,565+47.6% | $3,949+70.7% | $4,660+44.6% |
| Participant deferral / active EE | $15,910 | $6,958+128.7% | $6,276+153.5% | $6,688+137.9% |
| Admin fee / account holder | $2,322 | $12,013-80.7% | $10,363-77.6% | $13,397-82.7% |