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 | $173,094 | $209,411-17.3% | $178,490-3.0% | $158,922+8.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.52% | 188.75%-178.2pp | 151.07%-140.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $5,276 | $5,706-7.5% | $5,011+5.3% | $4,761+10.8% |
| Participant deferral / active EE | $3,660 | $5,954-38.5% | $5,202-29.6% | $5,982-38.8% |
| Admin fee / account holder | $1,925 | $17,074-88.7% | $13,984-86.2% | $11,246-82.9% |