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 | $165,513 | $209,411-21.0% | $178,490-7.3% | $158,922+4.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.90% | 188.75%-172.8pp | 151.07%-135.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $11,495 | $5,706+101.4% | $5,011+129.4% | $4,761+141.4% |
| Participant deferral / active EE | $10,116 | $5,954+69.9% | $5,202+94.5% | $5,982+69.1% |
| Admin fee / account holder | $5,690 | $17,074-66.7% | $13,984-59.3% | $11,246-49.4% |