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 | $188,879 | $201,272-6.2% | $184,203+2.5% | $145,922+29.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 15.65% | 29.00%-13.3pp | 28.81%-13.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,840 | $7,022-45.3% | $6,427-40.3% | $4,660-17.6% |
| Participant deferral / active EE | $10,845 | $9,806+10.6% | $9,131+18.8% | $6,688+62.2% |
| Admin fee / account holder | $40,754 | $16,364+149.1% | $13,901+193.2% | $13,397+204.2% |