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 8-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 | $180,313 | $209,411-13.9% | $178,490+1.0% | $158,922+13.5% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 19.07% | 188.75%-169.7pp | 151.07%-132.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $3,006 | $5,706-47.3% | $5,011-40.0% | $4,761-36.9% |
| Participant deferral / active EE | $9,681 | $5,954+62.6% | $5,202+86.1% | $5,982+61.8% |
| Admin fee / account holder | $2,084 | $17,074-87.8% | $13,984-85.1% | $11,246-81.5% |