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 | $186,496 | $217,402-14.2% | $185,823+0.4% | $167,490+11.3% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 9.83% | 148.36%-138.5pp | 122.05%-112.2pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,818 | $5,873-69.0% | $5,167-64.8% | $4,837-62.4% |
| Participant deferral / active EE | $7,409 | $6,356+16.6% | $5,568+33.1% | $6,341+16.8% |
| Admin fee / account holder | $3,525 | $19,811-82.2% | $16,237-78.3% | $12,309-71.4% |