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 | $174,290 | $183,963-5.3% | $162,163+7.5% | $152,861+14.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 33.57% | 150.76%-117.2pp | 115.59%-82.0pp | 345.32%-311.7pp |
| Employer contribution / active EE | $3,799 | $6,371-40.4% | $5,614-32.3% | $4,762-20.2% |
| Participant deferral / active EE | $6,014 | $8,034-25.1% | $7,298-17.6% | $5,850+2.8% |
| Admin fee / account holder | $7,182 | $13,121-45.3% | $10,843-33.8% | $11,596-38.1% |