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 | $181,199 | $154,117+17.6% | $129,995+39.4% | $139,434+30.0% |
| Participation rate | 91.3% | 82.0%+9.4pp | 78.5%+12.8pp | 80.3%+11.0pp |
| Annual return | 16.53% | 32.48%-15.9pp | -137.18%+153.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $4,336 | $5,289-18.0% | $4,320+0.4% | $4,751-8.7% |
| Participant deferral / active EE | $10,188 | $6,710+51.8% | $5,820+75.0% | $6,710+51.8% |
| Admin fee / account holder | $1,074 | $14,007-92.3% | $10,614-89.9% | $11,403-90.6% |