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 | $187,226 | $177,572+5.4% | $154,803+20.9% | $142,382+31.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 15.17% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,269 | $4,810-73.6% | $4,305-70.5% | $4,299-70.5% |
| Participant deferral / active EE | $7,697 | $6,272+22.7% | $5,540+38.9% | $6,507+18.3% |
| Admin fee / account holder | $660 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |