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 | $181,762 | $226,064-19.6% | $182,532-0.4% | $152,861+18.9% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 19.55% | 192.51%-173.0pp | 148.54%-129.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $920 | $4,978-81.5% | $4,076-77.4% | $4,762-80.7% |
| Participant deferral / active EE | $8,497 | $6,368+33.4% | $5,524+53.8% | $5,850+45.2% |
| Admin fee / account holder | $19,857 | $10,703+85.5% | $8,592+131.1% | $11,596+71.2% |