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 | $171,626 | $175,202-2.0% | $149,673+14.7% | $139,434+23.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 13.11% | 166.71%-153.6pp | 134.42%-121.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,190 | $5,474-60.0% | $4,818-54.5% | $4,751-53.9% |
| Participant deferral / active EE | $5,541 | $6,519-15.0% | $5,680-2.4% | $6,710-17.4% |
| Admin fee / account holder | $43,245 | $16,150+167.8% | $13,210+227.4% | $11,403+279.3% |