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 | $164,931 | $210,648-21.7% | $177,989-7.3% | $145,922+13.0% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.75% | 385.86%-373.1pp | 294.48%-281.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,870 | $4,565-59.0% | $3,949-52.6% | $4,660-59.9% |
| Participant deferral / active EE | $3,262 | $6,958-53.1% | $6,276-48.0% | $6,688-51.2% |
| Admin fee / account holder | $14,726 | $12,013+22.6% | $10,363+42.1% | $13,397+9.9% |