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 | $187,286 | $202,432-7.5% | $169,368+10.6% | $139,434+34.3% |
| Participation rate | 86.4% | 81.1%+5.3pp | 77.1%+9.2pp | 80.3%+6.0pp |
| Annual return | 15.42% | 531.74%-516.3pp | 405.60%-390.2pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,157 | $4,692-32.7% | $4,013-21.3% | $4,751-33.5% |
| Participant deferral / active EE | $10,762 | $6,938+55.1% | $6,221+73.0% | $6,710+60.4% |
| Admin fee / account holder | $14,086 | $10,708+31.5% | $9,003+56.5% | $11,403+23.5% |