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 | $179,565 | $209,832-14.4% | $189,513-5.2% | $167,490+7.2% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 12.23% | 748.27%-736.0pp | 555.15%-542.9pp | 478.56%-466.3pp |
| Employer contribution / active EE | $4,608 | $6,914-33.4% | $6,162-25.2% | $4,837-4.8% |
| Participant deferral / active EE | $14,892 | $8,935+66.7% | $8,221+81.1% | $6,341+134.8% |
| Admin fee / account holder | $7,920 | $14,293-44.6% | $12,045-34.2% | $12,309-35.7% |