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 | $166,693 | $159,901+4.2% | $146,958+13.4% | $145,922+14.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.03% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,079 | $5,286-41.8% | $4,933-37.6% | $4,660-33.9% |
| Participant deferral / active EE | $6,881 | $8,428-18.4% | $8,070-14.7% | $6,688+2.9% |
| Admin fee / account holder | $44,680 | $15,044+197.0% | $12,998+243.7% | $13,397+233.5% |