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 | $184,002 | $183,519+0.3% | $155,509+18.3% | $145,922+26.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.46% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,733 | $5,313-10.9% | $4,672+1.3% | $4,660+1.6% |
| Participant deferral / active EE | $6,731 | $6,462+4.2% | $5,626+19.6% | $6,688+0.6% |
| Admin fee / account holder | $40,317 | $19,313+108.8% | $15,912+153.4% | $13,397+200.9% |