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 | $179,094 | $157,256+13.9% | $141,162+26.9% | $152,861+17.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 23.23% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,489 | $5,261-71.7% | $4,735-68.6% | $4,762-68.7% |
| Participant deferral / active EE | $2,362 | $7,109-66.8% | $6,709-64.8% | $5,850-59.6% |
| Admin fee / account holder | $677 | $12,120-94.4% | $10,261-93.4% | $11,596-94.2% |