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 | $152,676 | $165,984-8.0% | $164,813-7.4% | $145,922+4.6% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 15.98% | 100.03%-84.1pp | 69.93%-54.0pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,161 | $5,273-59.0% | $4,341-50.2% | $4,660-53.6% |
| Participant deferral / active EE | $5,710 | $6,959-17.9% | $6,031-5.3% | $6,688-14.6% |
| Admin fee / account holder | $28,463 | $16,648+71.0% | $12,690+124.3% | $13,397+112.5% |