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 | $157,083 | $154,117+1.9% | $129,995+20.8% | $139,434+12.7% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 15.62% | 32.48%-16.9pp | -137.18%+152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,683 | $5,289-68.2% | $4,320-61.0% | $4,751-64.6% |
| Participant deferral / active EE | $5,831 | $6,710-13.1% | $5,820+0.2% | $6,710-13.1% |
| Admin fee / account holder | $15,152 | $14,007+8.2% | $10,614+42.7% | $11,403+32.9% |