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 | $175,211 | $202,432-13.4% | $169,368+3.4% | $139,434+25.7% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.62% | 531.74%-515.1pp | 405.60%-389.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,241 | $4,692-52.2% | $4,013-44.2% | $4,751-52.8% |
| Participant deferral / active EE | $2,241 | $6,938-67.7% | $6,221-64.0% | $6,710-66.6% |
| Admin fee / account holder | $14,407 | $10,708+34.5% | $9,003+60.0% | $11,403+26.4% |