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 | $195,813 | $209,411-6.5% | $178,490+9.7% | $158,922+23.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 9.28% | 188.75%-179.5pp | 151.07%-141.8pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,637 | $5,706-71.3% | $5,011-67.3% | $4,761-65.6% |
| Participant deferral / active EE | $7,075 | $5,954+18.8% | $5,202+36.0% | $5,982+18.3% |
| Admin fee / account holder | $10,420 | $17,074-39.0% | $13,984-25.5% | $11,246-7.3% |