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 | $171,698 | $154,117+11.4% | $129,995+32.1% | $139,434+23.1% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 13.66% | 32.48%-18.8pp | -137.18%+150.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $3,750 | $5,289-29.1% | $4,320-13.2% | $4,751-21.1% |
| Participant deferral / active EE | $3,826 | $6,710-43.0% | $5,820-34.3% | $6,710-43.0% |
| Admin fee / account holder | $9,434 | $14,007-32.6% | $10,614-11.1% | $11,403-17.3% |