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 | $163,269 | $185,200-11.8% | $142,863+14.3% | $167,490-2.5% |
| Participation rate | 83.3% | 78.4%+4.9pp | 71.9%+11.4pp | 82.1%+1.2pp |
| Annual return | 12.18% | 8555.70%-8543.5pp | 5637.54%-5625.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $583 | $5,604-89.6% | $4,144-85.9% | $4,837-87.9% |
| Participant deferral / active EE | $5,394 | $4,494+20.0% | $3,837+40.6% | $6,341-14.9% |
| Admin fee / account holder | $6,243 | $8,031-22.3% | $6,560-4.8% | $12,309-49.3% |