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 | $186,379 | $183,519+1.6% | $155,509+19.9% | $145,922+27.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 9.51% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,487 | $5,313-53.2% | $4,672-46.8% | $4,660-46.6% |
| Participant deferral / active EE | $4,553 | $6,462-29.5% | $5,626-19.1% | $6,688-31.9% |
| Admin fee / account holder | $325 | $19,313-98.3% | $15,912-98.0% | $13,397-97.6% |