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 | $173,268 | $217,402-20.3% | $185,823-6.8% | $167,490+3.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.41% | 148.36%-133.0pp | 122.05%-106.6pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,697 | $5,873-71.1% | $5,167-67.2% | $4,837-64.9% |
| Participant deferral / active EE | $3,834 | $6,356-39.7% | $5,568-31.1% | $6,341-39.5% |
| Admin fee / account holder | $1,484 | $19,811-92.5% | $16,237-90.9% | $12,309-87.9% |