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 | $180,948 | $209,411-13.6% | $178,490+1.4% | $158,922+13.9% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 9.56% | 188.75%-179.2pp | 151.07%-141.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $6,157 | $5,706+7.9% | $5,011+22.9% | $4,761+29.3% |
| Participant deferral / active EE | $8,710 | $5,954+46.3% | $5,202+67.5% | $5,982+45.6% |
| Admin fee / account holder | $2,874 | $17,074-83.2% | $13,984-79.4% | $11,246-74.4% |