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 | $168,079 | $165,984+1.3% | $164,813+2.0% | $145,922+15.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 9.94% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.3pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $11,264 | $6,959+61.9% | $6,031+86.7% | $6,688+68.4% |
| Admin fee / account holder | $8,536 | $16,648-48.7% | $12,690-32.7% | $13,397-36.3% |