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 | $189,333 | $165,984+14.1% | $164,813+14.9% | $145,922+29.7% |
| Participation rate | 79.2% | 82.0%-2.8pp | 78.6%+0.6pp | 80.3%-1.1pp |
| Annual return | 9.54% | 100.03%-90.5pp | 69.93%-60.4pp | 561.29%-551.7pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,066 | $6,959-41.6% | $6,031-32.6% | $6,688-39.2% |
| Admin fee / account holder | $3,826 | $16,648-77.0% | $12,690-69.9% | $13,397-71.4% |