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 | $161,079 | $183,519-12.2% | $155,509+3.6% | $145,922+10.4% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 10.31% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,054 | $5,313-80.2% | $4,672-77.4% | $4,660-77.4% |
| Participant deferral / active EE | $7,301 | $6,462+13.0% | $5,626+29.8% | $6,688+9.2% |
| Admin fee / account holder | $1,585 | $19,313-91.8% | $15,912-90.0% | $13,397-88.2% |