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 | $156,622 | $202,432-22.6% | $169,368-7.5% | $139,434+12.3% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 17.78% | 531.74%-514.0pp | 405.60%-387.8pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,544 | $4,692-45.8% | $4,013-36.6% | $4,751-46.5% |
| Participant deferral / active EE | $9,293 | $6,938+33.9% | $6,221+49.4% | $6,710+38.5% |
| Admin fee / account holder | $8,028 | $10,708-25.0% | $9,003-10.8% | $11,403-29.6% |