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 9-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 | $164,036 | $133,922+22.5% | $116,228+41.1% | $142,382+15.2% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 16.95% | 147.76%-130.8pp | 90.06%-73.1pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,083 | $3,446-39.5% | $2,994-30.4% | $4,299-51.5% |
| Participant deferral / active EE | $3,952 | $5,672-30.3% | $4,953-20.2% | $6,507-39.3% |
| Admin fee / account holder | $8,987 | $14,945-39.9% | $11,989-25.0% | $12,624-28.8% |