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 | $188,444 | $183,519+2.7% | $155,509+21.2% | $145,922+29.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 10.10% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,357 | $5,313-55.6% | $4,672-49.6% | $4,660-49.4% |
| Participant deferral / active EE | $6,246 | $6,462-3.4% | $5,626+11.0% | $6,688-6.6% |
| Admin fee / account holder | $35,054 | $19,313+81.5% | $15,912+120.3% | $13,397+161.7% |