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 | $184,849 | $159,602+15.8% | $150,045+23.2% | $142,382+29.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 28.08% | 70.24%-42.2pp | 62.55%-34.5pp | 217.08%-189.0pp |
| Employer contribution / active EE | $4,368 | $4,961-11.9% | $4,693-6.9% | $4,299+1.6% |
| Participant deferral / active EE | $9,351 | $8,310+12.5% | $7,997+16.9% | $6,507+43.7% |
| Admin fee / account holder | $1,421 | $14,846-90.4% | $13,435-89.4% | $12,624-88.7% |