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 | $177,561 | $183,963-3.5% | $162,163+9.5% | $152,861+16.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 26.47% | 150.76%-124.3pp | 115.59%-89.1pp | 345.32%-318.9pp |
| Employer contribution / active EE | $6,408 | $6,371+0.6% | $5,614+14.2% | $4,762+34.6% |
| Participant deferral / active EE | $7,114 | $8,034-11.5% | $7,298-2.5% | $5,850+21.6% |
| Admin fee / account holder | $8,193 | $13,121-37.6% | $10,843-24.4% | $11,596-29.4% |