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 | $176,443 | $198,466-11.1% | $170,442+3.5% | $147,584+19.6% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 9.49% | 257.29%-247.8pp | 205.93%-196.4pp | 578.55%-569.1pp |
| Employer contribution / active EE | $3,700 | $6,184-40.2% | $5,433-31.9% | $4,876-24.1% |
| Participant deferral / active EE | $2,546 | $5,629-54.8% | $4,939-48.5% | $5,439-53.2% |
| Admin fee / account holder | $1,165 | $16,852-93.1% | $13,880-91.6% | $10,885-89.3% |