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 | $172,003 | $209,411-17.9% | $178,490-3.6% | $158,922+8.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.97% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,595 | $5,706-72.1% | $5,011-68.2% | $4,761-66.5% |
| Participant deferral / active EE | $5,778 | $5,954-3.0% | $5,202+11.1% | $5,982-3.4% |
| Admin fee / account holder | $6,702 | $17,074-60.7% | $13,984-52.1% | $11,246-40.4% |