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 | $167,076 | $144,119+15.9% | $117,854+41.8% | $147,584+13.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 19.73% | 531.15%-511.4pp | 335.08%-315.4pp | 578.55%-558.8pp |
| Employer contribution / active EE | $3,288 | $4,896-32.9% | $3,786-13.2% | $4,876-32.6% |
| Participant deferral / active EE | $7,214 | $5,316+35.7% | $4,482+61.0% | $5,439+32.6% |
| Admin fee / account holder | $77,860 | $10,886+615.2% | $8,020+870.8% | $10,885+615.3% |