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 | $177,062 | $148,534+19.2% | $135,903+30.3% | $139,434+27.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.13% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,252 | $5,243-18.9% | $4,856-12.4% | $4,751-10.5% |
| Participant deferral / active EE | $13,195 | $8,100+62.9% | $7,758+70.1% | $6,710+96.6% |
| Admin fee / account holder | $12,505 | $12,400+0.9% | $10,762+16.2% | $11,403+9.7% |