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 | $176,266 | $198,466-11.2% | $170,442+3.4% | $147,584+19.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.60% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $6,259 | $6,184+1.2% | $5,433+15.2% | $4,876+28.4% |
| Participant deferral / active EE | $5,182 | $5,629-8.0% | $4,939+4.9% | $5,439-4.7% |
| Admin fee / account holder | $1,404 | $16,852-91.7% | $13,880-89.9% | $10,885-87.1% |