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 | $164,814 | $217,402-24.2% | $185,823-11.3% | $167,490-1.6% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 17.60% | 148.36%-130.8pp | 122.05%-104.5pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,865 | $5,873-68.2% | $5,167-63.9% | $4,837-61.4% |
| Participant deferral / active EE | $4,470 | $6,356-29.7% | $5,568-19.7% | $6,341-29.5% |
| Admin fee / account holder | $1,446 | $19,811-92.7% | $16,237-91.1% | $12,309-88.3% |