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 | $146,922 | $209,411-29.8% | $178,490-17.7% | $158,922-7.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.43% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $5,202 | $5,706-8.8% | $5,011+3.8% | $4,761+9.3% |
| Participant deferral / active EE | $6,343 | $5,954+6.5% | $5,202+21.9% | $5,982+6.0% |
| Admin fee / account holder | $37,206 | $17,074+117.9% | $13,984+166.1% | $11,246+230.8% |