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 | $168,679 | $157,256+7.3% | $141,162+19.5% | $152,861+10.3% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 22.88% | 64.32%-41.4pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $12,247 | $5,261+132.8% | $4,735+158.7% | $4,762+157.2% |
| Participant deferral / active EE | $4,474 | $7,109-37.1% | $6,709-33.3% | $5,850-23.5% |
| Admin fee / account holder | $5,081 | $12,120-58.1% | $10,261-50.5% | $11,596-56.2% |