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 | $175,073 | $183,519-4.6% | $155,509+12.6% | $145,922+20.0% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 10.22% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,477 | $5,313-72.2% | $4,672-68.4% | $4,660-68.3% |
| Participant deferral / active EE | $5,467 | $6,462-15.4% | $5,626-2.8% | $6,688-18.3% |
| Admin fee / account holder | $44,588 | $19,313+130.9% | $15,912+180.2% | $13,397+232.8% |