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 | $174,478 | $179,726-2.9% | $156,263+11.7% | $142,382+22.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.45% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,459 | $5,069-31.8% | $4,333-20.2% | $4,299-19.5% |
| Participant deferral / active EE | $4,140 | $6,956-40.5% | $6,158-32.8% | $6,507-36.4% |
| Admin fee / account holder | $1,242 | $17,272-92.8% | $14,255-91.3% | $12,624-90.2% |