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 | $185,128 | $217,402-14.8% | $185,823-0.4% | $167,490+10.5% |
| Participation rate | 70.6% | 86.0%-15.5pp | 81.7%-11.1pp | 82.1%-11.5pp |
| Annual return | 16.12% | 148.36%-132.2pp | 122.05%-105.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,985 | $5,873-66.2% | $5,167-61.6% | $4,837-59.0% |
| Participant deferral / active EE | $5,172 | $6,356-18.6% | $5,568-7.1% | $6,341-18.4% |
| Admin fee / account holder | $9,518 | $19,811-52.0% | $16,237-41.4% | $12,309-22.7% |