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 | $176,325 | $177,572-0.7% | $154,803+13.9% | $142,382+23.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.86% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,330 | $4,810-72.3% | $4,305-69.1% | $4,299-69.1% |
| Participant deferral / active EE | $6,571 | $6,272+4.8% | $5,540+18.6% | $6,507+1.0% |
| Admin fee / account holder | $6,825 | $16,786-59.3% | $14,329-52.4% | $12,624-45.9% |