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 | $173,429 | $197,591-12.2% | $177,821-2.5% | $158,922+9.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.80% | 58.76%-38.0pp | 48.32%-27.5pp | 302.83%-282.0pp |
| Employer contribution / active EE | $6,284 | $6,697-6.2% | $5,918+6.2% | $4,761+32.0% |
| Participant deferral / active EE | $3,612 | $8,405-57.0% | $7,714-53.2% | $5,982-39.6% |
| Admin fee / account holder | $10,931 | $15,399-29.0% | $12,427-12.0% | $11,246-2.8% |