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 | $168,187 | $209,411-19.7% | $178,490-5.8% | $158,922+5.8% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 8.98% | 188.75%-179.8pp | 151.07%-142.1pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,102 | $5,706-63.2% | $5,011-58.1% | $4,761-55.9% |
| Participant deferral / active EE | $4,689 | $5,954-21.2% | $5,202-9.8% | $5,982-21.6% |
| Admin fee / account holder | $1,489 | $17,074-91.3% | $13,984-89.4% | $11,246-86.8% |