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 | $169,292 | $179,726-5.8% | $156,263+8.3% | $142,382+18.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.15% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,830 | $5,069+15.0% | $4,333+34.6% | $4,299+35.6% |
| Participant deferral / active EE | $3,910 | $6,956-43.8% | $6,158-36.5% | $6,507-39.9% |
| Admin fee / account holder | $25,655 | $17,272+48.5% | $14,255+80.0% | $12,624+103.2% |