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 | $162,481 | $210,648-22.9% | $177,989-8.7% | $145,922+11.3% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 11.76% | 385.86%-374.1pp | 294.48%-282.7pp | 561.29%-549.5pp |
| Employer contribution / active EE | $4,136 | $4,565-9.4% | $3,949+4.7% | $4,660-11.2% |
| Participant deferral / active EE | $8,498 | $6,958+22.1% | $6,276+35.4% | $6,688+27.1% |
| Admin fee / account holder | $38,653 | $12,013+221.8% | $10,363+273.0% | $13,397+188.5% |