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 | $178,637 | $159,901+11.7% | $146,958+21.6% | $145,922+22.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.77% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,378 | $5,286-36.1% | $4,933-31.5% | $4,660-27.5% |
| Participant deferral / active EE | $11,609 | $8,428+37.7% | $8,070+43.9% | $6,688+73.6% |
| Admin fee / account holder | $108,186 | $15,044+619.1% | $12,998+732.3% | $13,397+707.5% |