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 | $171,963 | $159,602+7.7% | $150,045+14.6% | $142,382+20.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.41% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,669 | $4,961-5.9% | $4,693-0.5% | $4,299+8.6% |
| Participant deferral / active EE | $9,303 | $8,310+11.9% | $7,997+16.3% | $6,507+43.0% |
| Admin fee / account holder | $1,693 | $14,846-88.6% | $13,435-87.4% | $12,624-86.6% |