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 | $171,953 | $159,602+7.7% | $150,045+14.6% | $142,382+20.8% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 16.90% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,010 | $4,961+1.0% | $4,693+6.7% | $4,299+16.5% |
| Participant deferral / active EE | $11,707 | $8,310+40.9% | $7,997+46.4% | $6,507+79.9% |
| Admin fee / account holder | $6,896 | $14,846-53.6% | $13,435-48.7% | $12,624-45.4% |