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 | $169,059 | $209,411-19.3% | $178,490-5.3% | $158,922+6.4% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 27.46% | 188.75%-161.3pp | 151.07%-123.6pp | 302.83%-275.4pp |
| Employer contribution / active EE | $3,129 | $5,706-45.2% | $5,011-37.5% | $4,761-34.3% |
| Participant deferral / active EE | $11,638 | $5,954+95.5% | $5,202+123.7% | $5,982+94.5% |
| Admin fee / account holder | $1,415 | $17,074-91.7% | $13,984-89.9% | $11,246-87.4% |