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 | $184,860 | $197,591-6.4% | $177,821+4.0% | $158,922+16.3% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 15.86% | 58.76%-42.9pp | 48.32%-32.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $5,302 | $6,697-20.8% | $5,918-10.4% | $4,761+11.4% |
| Participant deferral / active EE | $11,107 | $8,405+32.2% | $7,714+44.0% | $5,982+85.7% |
| Admin fee / account holder | $3,917 | $15,399-74.6% | $12,427-68.5% | $11,246-65.2% |