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 | $178,603 | $209,411-14.7% | $178,490+0.1% | $158,922+12.4% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 9.15% | 188.75%-179.6pp | 151.07%-141.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $6,815 | $5,706+19.4% | $5,011+36.0% | $4,761+43.1% |
| Participant deferral / active EE | $15,341 | $5,954+157.6% | $5,202+194.9% | $5,982+156.4% |
| Admin fee / account holder | $2,625 | $17,074-84.6% | $13,984-81.2% | $11,246-76.7% |