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 | $178,350 | $154,117+15.7% | $129,995+37.2% | $139,434+27.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 19.41% | 32.48%-13.1pp | -137.18%+156.6pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,065 | $5,289-61.0% | $4,320-52.2% | $4,751-56.5% |
| Participant deferral / active EE | $7,089 | $6,710+5.7% | $5,820+21.8% | $6,710+5.7% |
| Admin fee / account holder | $413 | $14,007-97.1% | $10,614-96.1% | $11,403-96.4% |