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 | $179,485 | $226,064-20.6% | $182,532-1.7% | $152,861+17.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 21.88% | 192.51%-170.6pp | 148.54%-126.7pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,631 | $4,978-47.2% | $4,076-35.5% | $4,762-44.8% |
| Participant deferral / active EE | $4,193 | $6,368-34.1% | $5,524-24.1% | $5,850-28.3% |
| Admin fee / account holder | $40,000 | $10,703+273.7% | $8,592+365.5% | $11,596+244.9% |