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 | $177,722 | $177,572+0.1% | $154,803+14.8% | $142,382+24.8% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 16.01% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,933 | $4,810-18.2% | $4,305-8.7% | $4,299-8.5% |
| Participant deferral / active EE | $7,496 | $6,272+19.5% | $5,540+35.3% | $6,507+15.2% |
| Admin fee / account holder | $3,933 | $16,786-76.6% | $14,329-72.6% | $12,624-68.8% |