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 5-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 | $174,380 | $177,572-1.8% | $154,803+12.6% | $142,382+22.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.18% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,951 | $4,810-59.4% | $4,305-54.7% | $4,299-54.6% |
| Participant deferral / active EE | $2,962 | $6,272-52.8% | $5,540-46.5% | $6,507-54.5% |
| Admin fee / account holder | $4,763 | $16,786-71.6% | $14,329-66.8% | $12,624-62.3% |