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 | $190,579 | $177,572+7.3% | $154,803+23.1% | $142,382+33.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.85% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,637 | $4,810-45.2% | $4,305-38.8% | $4,299-38.7% |
| Participant deferral / active EE | $2,893 | $6,272-53.9% | $5,540-47.8% | $6,507-55.5% |
| Admin fee / account holder | $3,009 | $16,786-82.1% | $14,329-79.0% | $12,624-76.2% |