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 | $172,220 | $183,519-6.2% | $155,509+10.7% | $145,922+18.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.28% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $7,618 | $5,313+43.4% | $4,672+63.0% | $4,660+63.5% |
| Participant deferral / active EE | $4,993 | $6,462-22.7% | $5,626-11.2% | $6,688-25.3% |
| Admin fee / account holder | $7,040 | $19,313-63.5% | $15,912-55.8% | $13,397-47.4% |