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 | $165,412 | $175,202-5.6% | $149,673+10.5% | $139,434+18.6% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 18.59% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,517 | $5,474-35.8% | $4,818-27.0% | $4,751-26.0% |
| Participant deferral / active EE | $10,487 | $6,519+60.9% | $5,680+84.6% | $6,710+56.3% |
| Admin fee / account holder | $816 | $16,150-94.9% | $13,210-93.8% | $11,403-92.8% |