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 | $176,265 | $198,466-11.2% | $170,442+3.4% | $147,584+19.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.78% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,346 | $6,184-45.9% | $5,433-38.4% | $4,876-31.4% |
| Participant deferral / active EE | $6,418 | $5,629+14.0% | $4,939+29.9% | $5,439+18.0% |
| Admin fee / account holder | $11,645 | $16,852-30.9% | $13,880-16.1% | $10,885+7.0% |