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 | $176,013 | $183,519-4.1% | $155,509+13.2% | $145,922+20.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 16.64% | 61.17%-44.5pp | 64.67%-48.0pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,801 | $5,313-47.3% | $4,672-40.1% | $4,660-39.9% |
| Participant deferral / active EE | $9,593 | $6,462+48.4% | $5,626+70.5% | $6,688+43.4% |
| Admin fee / account holder | $56,169 | $19,313+190.8% | $15,912+253.0% | $13,397+319.3% |