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 | $180,276 | $209,411-13.9% | $178,490+1.0% | $158,922+13.4% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 21.28% | 188.75%-167.5pp | 151.07%-129.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $2,793 | $5,706-51.1% | $5,011-44.3% | $4,761-41.3% |
| Participant deferral / active EE | $6,246 | $5,954+4.9% | $5,202+20.1% | $5,982+4.4% |
| Admin fee / account holder | $2,453 | $17,074-85.6% | $13,984-82.5% | $11,246-78.2% |