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 | $182,377 | $226,064-19.3% | $182,532-0.1% | $152,861+19.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 17.04% | 192.51%-175.5pp | 148.54%-131.5pp | 345.32%-328.3pp |
| Employer contribution / active EE | $5,935 | $4,978+19.2% | $4,076+45.6% | $4,762+24.6% |
| Participant deferral / active EE | $5,703 | $6,368-10.4% | $5,524+3.2% | $5,850-2.5% |
| Admin fee / account holder | $295,284 | $10,703+2658.9% | $8,592+3336.7% | $11,596+2446.3% |