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 | $170,042 | $183,519-7.3% | $155,509+9.3% | $145,922+16.5% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 17.94% | 61.17%-43.2pp | 64.67%-46.7pp | 561.29%-543.4pp |
| Employer contribution / active EE | $10,599 | $5,313+99.5% | $4,672+126.8% | $4,660+127.5% |
| Participant deferral / active EE | $5,413 | $6,462-16.2% | $5,626-3.8% | $6,688-19.1% |
| Admin fee / account holder | $6,569 | $19,313-66.0% | $15,912-58.7% | $13,397-51.0% |