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 | $169,869 | $209,411-18.9% | $178,490-4.8% | $158,922+6.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.96% | 188.75%-168.8pp | 151.07%-131.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $3,452 | $5,706-39.5% | $5,011-31.1% | $4,761-27.5% |
| Participant deferral / active EE | $6,044 | $5,954+1.5% | $5,202+16.2% | $5,982+1.0% |
| Admin fee / account holder | $10,480 | $17,074-38.6% | $13,984-25.1% | $11,246-6.8% |