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 | $166,183 | $165,335+0.5% | $149,696+11.0% | $158,922+4.6% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 17.77% | 348.15%-330.4pp | 276.60%-258.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $3,227 | $5,103-36.8% | $4,644-30.5% | $4,761-32.2% |
| Participant deferral / active EE | $9,760 | $7,181+35.9% | $6,842+42.7% | $5,982+63.2% |
| Admin fee / account holder | $791 | $10,807-92.7% | $9,309-91.5% | $11,246-93.0% |