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 | $184,301 | $197,591-6.7% | $177,821+3.6% | $158,922+16.0% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 13.27% | 58.76%-45.5pp | 48.32%-35.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,985 | $6,697-55.4% | $5,918-49.6% | $4,761-37.3% |
| Participant deferral / active EE | $6,373 | $8,405-24.2% | $7,714-17.4% | $5,982+6.5% |
| Admin fee / account holder | $5,286 | $15,399-65.7% | $12,427-57.5% | $11,246-53.0% |