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 | $188,396 | $197,591-4.7% | $177,821+5.9% | $158,922+18.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 42.15% | 58.76%-16.6pp | 48.32%-6.2pp | 302.83%-260.7pp |
| Employer contribution / active EE | $8,349 | $6,697+24.7% | $5,918+41.1% | $4,761+75.3% |
| Participant deferral / active EE | $9,174 | $8,405+9.2% | $7,714+18.9% | $5,982+53.4% |
| Admin fee / account holder | $480 | $15,399-96.9% | $12,427-96.1% | $11,246-95.7% |