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 | $187,255 | $176,056+6.4% | $159,436+17.4% | $167,490+11.8% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 20.47% | 331.75%-311.3pp | 263.57%-243.1pp | 478.56%-458.1pp |
| Employer contribution / active EE | $3,123 | $5,297-41.0% | $4,829-35.3% | $4,837-35.4% |
| Participant deferral / active EE | $9,923 | $7,750+28.0% | $7,352+35.0% | $6,341+56.5% |
| Admin fee / account holder | $648 | $12,554-94.8% | $10,799-94.0% | $12,309-94.7% |