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 | $158,483 | $209,411-24.3% | $178,490-11.2% | $158,922-0.3% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 12.34% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,258 | $5,706-60.4% | $5,011-54.9% | $4,761-52.6% |
| Participant deferral / active EE | $3,889 | $5,954-34.7% | $5,202-25.2% | $5,982-35.0% |
| Admin fee / account holder | $2,697 | $17,074-84.2% | $13,984-80.7% | $11,246-76.0% |