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 | $170,511 | $177,572-4.0% | $154,803+10.1% | $142,382+19.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 20.00% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $9,554 | $4,810+98.6% | $4,305+121.9% | $4,299+122.2% |
| Participant deferral / active EE | $7,484 | $6,272+19.3% | $5,540+35.1% | $6,507+15.0% |
| Admin fee / account holder | $1,460 | $16,786-91.3% | $14,329-89.8% | $12,624-88.4% |